About Us

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.

Quick Facts

  • 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

VINCE OLFERT

MBA, CIM, CFP® – Certified Financial Planner®

Direct: 604.542.4298 ext. 105
Fax: 604.542.4289
vince@connectwealth.com

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.

MIKE ERICKSON

BBA, QAFP – Financial Advisor

Direct: 604.542.4298 ext. 111
Fax: 604.542.4289
mike@connectwealth.com

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.

JULIA FRIESEN

ASA, ACIA – Associate Financial Advisor

Direct: 604.542.4298 ext. 121
Fax: 604.542.4289
julia@connectwealth.com

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.

CHRIS WIENS

MBA, CFP® – Certified Financial Planner®

Direct: 604.542.4298 ext. 104
Fax: 604.542.4289
chris@connectwealth.com

Chris values making a difference in the lives of others. Through the building of trusting, long-term relationships, he enjoys working with families, professionals, and business owners to help build and protect their wealth. Chris does this by listening, and then helping his clients identify the life goals that align with their values. Only then can the right strategy be created and implemented, which typically incorporates investment management, risk management, cash flow analysis, retirement planning, estate planning and tax minimization.

In his spare time, Chris loves spending time with his wife and 4 kids. He also enjoys coaching hockey and softball, and playing golf when he can.