I was first introduced to Connect Wealth in 2015 when they started managing our Group Retirement Plan at Rokstad. Mike/ Vince have been my Financial Planner for 5+ years since and I have been extremely happy with both the returns and level of service I receive from Connect Wealth. Mike and the team have been happy to meet with myself and fellow employees at various locations and always makes time to accommodate everyone’s schedule.
I have been working together with Connect Wealth for years building a solid plan for my future. They have always gone the extra mile to fully answer my questions and offer sound financial advice. Vince, Mike and the team are genuine people, and have made it their priority to serve their clients with transparency, relationship building and service.
Many thanks to Mike/Vince and Connect Wealth for these past 6 years working together with my wife and I. Mike takes time to really get to know his clients which gives us confidence our financial goals are well understood as well as our comfort level. We are regularly provided updates and able to have any questions answered or options explained within our portfolio promptly. We have been more than pleased with Mike’s service and would highly recommend him.
Working with Mike and Connect Wealth has been great. When I first started in the industry the Group Retirement Plan accounts were managed by another group and with Manulife. There was zero communication, direction or advice. When Connect Wealth took over the plan we instantly felt connected with a very personal approach. It was clear that Connect Wealth were very knowledgeable with investments and had a vast amount of experience with personal financial planning techniques, advice and goal planning. They thoroughly took the time to explain everything and go over and above to meet our crews needs. Their communication is second to none and I would recommend their services and professionalism to anyone.