Connect Wealth is unveiled as the new name for the firm. The change is the culmination of a 9-month process that sought to better align our name and brand with the company’s corporate culture, values and client commitment. 6 advisors and 4 admin staff.
Celebrating over a decade of excellence, we gathered with clients and friends to celebrate 10 years with an April Wine concert.
Continuing to grow, we moved our 5 advisors and 4 admin staff to our current office in South Surrey.
Singer Olfert Financial Group came to life in Surrey, British Columbia. 4 advisors and 1 admin got to work at our first office in Elgin Corners.
Over coffee at Porter’s Bistro in Langley, Vince Olfert and Chris Singer envisioned a plan for a new, better way to do financial planning: Singer Olfert Financial Group.