Connect Wealth

Connect Wealth is a financial planning firm with a straightforward, personal approach to managing its clients finances, serving clients across Canada. We know that our clients have their own goals and we aim to create strategies that align with their aspirations. Working together, we set measurable targets and build plans that produce results. We continually build relationships with specialists that assist our clients through complex financial circumstances; this approach not only saves our clients valuable time in finding the right experts, but it lets them rest assured that theyre being matched with the best experts in the industry. Our philosophy...

Financial planning,insurance,tax planning,retirement planning,estate planning,risk management,education planning,wealth building,pension consulting,succession planning,key person insurance,personal planning,and business planning

Connect wealth operates in the Financial services industry.

Connect wealth's revenue is 11m - 100m

Connect wealth has 11 - 50 employees.