Connect Wealth is an Independent Financial Planning Firm that specializes in starting, growing, and maintaining Company Group Retirement plans. Our dedicated support staff and group of Advisors make it our priority to serve your members on an ongoing basis to ensure the Group Retirement Plan is our primacy and not your responsibility.
Connect Wealth was Established in 2007 with a goal to give objective, independent Financial Advice with a focus on delivering exceptional service to their clients.
- Over $350 million Assets under Advisement
- Serving companies whose HQs are located in Canada, USA and Europe
- Service members in every Province across Canada
- Objective: to give EXCEPTIONAL client experience to EVERY Connect Wealth client
Meet the Team
MBA, CIM, CFP® – Certified Financial Planner®
Direct: 604.542.4298 ext. 105
Vince specializes in helping business owners and their employees build and protect their wealth. With his years of experience, he understands the financial and emotional issues that come with managing wealth. He was highlighted in Advisors Edge magazine for his work with pensions and group retirement services. Vince continually strives to find new ways to communicate complex financial concepts so they are easy to understand for our clients.
He spends his spare time with his wife and kids, coaching community sports, and volunteering with local youth programs.
BBA, QAFP – Financial Advisor
Direct: 604.542.4298 ext. 111
Mike has a passion for meeting people and assisting them with all their financial planning needs. Playing sport throughout his University career he has always valued the importance of goal setting. Mike works tirelessly to ensure his clients’ goals, dreams, and financial needs are met. Personal planning, retirement planning, and Tax Planning, are all areas where Mike finds value for his clients. He joined the team in 2013 after completing his Business Degree, LLQP, and Canadian Investments Funds course.
When not working, Mike enjoys finding adventures with his wife and 2 boys or playing sports in the community.
ASA, ACIA – Associate Financial Advisor
Direct: 604.542.4298 ext. 121
Julia’s background in the actuarial field gives her unique technical experience in pensions, group benefits, and investments that she is excited to bring to Connect Wealth clients.
She holds a BSc in Physics, associate designations with the Canadians Institute of Actuaries and the Society of Actuaries and is working towards her CFP designation.
In her free time she enjoys travelling, taking walks, and writing music. She lives in Abbotsford with her husband and two kids.