What are the opening hours?

Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

Connect Wealth

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Canada
Surrey, BC
Connect Wealth

Connect Wealth is committed to providing a straightforward, personal touch to financial planning. We set measurable targets to hit the goals we are aiming for.

Connect Wealth is a financial planning firm with a unique approach to managing client finances. We have a straightforward, personal approach to aligning a client’s current life situation to where they want life to go. We continually search for specialists that assist in walking our clients through complex financial circumstances. This service saves our clients valuable time in finding the right experts and knowing whether they are qualified to provide the service needed.

04/24/2026

At Connect Wealth our mission is clear, to guide you toward your financial goals through customized strategies and unwavering support. We achieve this by prioritizing listening, learning and collaborating with our clients. For more information on who we are and what we do, visit us at www.connectwealth.com

04/20/2026

Tax season is wrapping up, and April is your final opportunity to get organized and avoid last-minute stress.

Connect Wealth is here to work with you and your tax professional to ensure everything is aligned.

Tax season isn’t just about filing—it’s an opportunity to use what you’ve learned to plan smarter for the year ahead.

04/14/2026

Buying your first home in Canada feels harder than ever—but the First Home Savings Account (FHSA) can give you a real advantage.

With tax-deductible contributions and tax-free withdrawals for a first home purchase, it’s one of the most powerful savings tools available today. Whether you’re a first-time buyer building your down payment or a parent looking to help your child get into the market, the FHSA can be a smart part of the plan.

If homeownership is on the horizon for you or your family, let’s build a strategy that helps make that first home possible.

🔗: https://www.connectwealth.com/canadas-new-secret-weapon-for-first-time-home-buyers/

04/05/2026

Happy Easter from all of us at Connect Wealth!

Our office will be closed Friday April 3rd so that our team can spend some quality time with their loved ones. Please feel free to reach out if you need anything urgent! Wishing you a relaxing and joyful long weekend!

03/30/2026

Group Retirement Plans are one of the most meaningful ways employers can invest in their team’s long-term well-being. These plans help employees save for the future with confidence, while giving businesses a powerful tool to attract, retain, and support great people. At Connect Wealth, we design Group Retirement solutions that are transparent, easy to understand, and tailored to your workplace. From plan setup and education to ongoing support, we help you create a program that empowers your team and strengthens your company for years to come.

03/24/2026

At Connect Wealth, we take our clients’ success very seriously. Hearing your wins, big or small, is truly one of the best parts of what we do. We love this work because it lets us walk alongside you, helping you navigate your finances with confidence and clarity. Our goal has always been to make your financial journey feel easier, more empowering, and aligned with the dreams you’re working toward. Your success is our success, and we’re grateful to be part of the story you’re building.

03/18/2026

Our services extend beyond personal planning, we can also help shape the future of your business. ⬇️

For many entrepreneurs, incorporated professionals, and business owners, business solutions play an equally important role in long-term success. Our Business Solutions bring together strategies that support both your company and your personal goals, from corporate investment planning and tax-efficient structures to insurance strategies, succession planning, and preparing for a smooth transition into retirement. When your business and personal finances work together, you gain clarity, stability, and the freedom to focus on what you do best.

Contact us to see how we can help your business reach your financial goals this year.

03/12/2026

We work hard so your money can work for you.

At Connect Wealth, our commitment to helping you achieve your financial goals is unwavering. We take the time to understand your unique situation, priorities, and long-term vision, then build a personalized financial plan designed to bring clarity and confidence to your decisions.

Our approach goes beyond numbers. By simplifying complex financial details and aligning your plan with what matters most to you, we help you clearly understand your current financial position and create a practical path toward achieving your goals, today and into the future.

03/10/2026

A bonus, inheritance, or property sale feels exciting, but before you spend it, pause and ask: how long will it last?

With the right structure (needs, growth, enjoyment) and a clear understanding of taxes, a windfall becomes more than luck, it becomes strategy.

Learn more through our blog today! 🔗 www.connectwealth.com/you-got-a-windfall-now-what/

02/26/2026

At Connect Wealth, everything we do starts with people.

By taking the time to truly understand each client’s unique situation, we build lasting partnerships rooted in trust, clarity, and care. Our collaborative team brings a broad range of expertise together to simplify complex financial decisions, ensuring every plan is thoughtful, clear, and aligned with what matters most.

Because great financial planning isn’t just about numbers. It’s about partnership and confidence in the path ahead. Contact us to start your financial journey today!

🔗connectwealth.com

Address

13-2970 King George Boulevard
Surrey, BC
V4P0E6

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Website

https://www.connectwealth.com/

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