What our clients say about us

Nothing makes us happier than hearing how happy we make you!

” The level of service we have received from Connect Wealth has ensured our long relationship with them. Our professional relationship with Vince has spanned 18 years, and we have sought out his wisdom and expertise in insurance, investments, planning, and business… Vince is a strategic thinker, and he has handled our finances and future planning with integrity and innovation…His staff have been a pleasure to work with, and we have enjoyed quick and thorough responses. ”

- Brad & Shelley W.Business Owner

“I have worked with Vince Olfert of Connect Wealth for the past 3 years. As a holder of the Chartered Financial Analyst designation and an employee of an institutional asset management firm, I was very particular when it came time to choose someone to manage my own family’s money. Connect Wealth’s financial acumen, coupled with the resources to which they have access, allow them to stay on top of current business and economic trends which is important to me given the ever-changing investment landscape. They are highly personable and honest people who at all times do what is best for their clients. As such, I highly recommend Connect Wealth as a financial firm.”

- C.M., MBA, CFAChartered Financial Analyst

Thank you for all your of your support and financial guidance. You were able to bridge that trust by investing your time to get to know us prior to making the decision to work with you. You have continued to be reliable and trustworthy, putting us at ease with each tough financial decision. We greatly appreciate the time and effort you have invested to maintain a close relationship, both personally and professionally. We have always worked on balancing our finances and planning for our family’s future; however, we would not have been able to achieve this without your clear guidance. You are extremely approachable, honest and organized. You always take the time to investigate and assess each situation independently, providing us with sound financial advice. We value your opinion and your guidance has given us the opportunity to achieve the lifestyle we now enjoy. We look forward to continuing to work with you on setting and achieving our future goals.
– J.M.B.

“I have worked with Vince Olfert and his team for over 4 years. They have been great to work with. They have provided personal service, Vince always responds in kind. They are quick to respond to my requests. They are easy to reach when I need them. Joelle always keep me up to date as there are changes being made to my own situation.”

- G.M

“I have worked with Vince Olfert of Connect Wealth for the past 3 years. As a holder of the Chartered Financial Analyst designation and an employee of an institutional asset management firm, I was very particular when it came time to choose someone to manage my own family’s money. Connect Wealth ’s financial acumen, coupled with the resources to which they have access, allow them to stay on top of current business and economic trends which is important to me given the ever-changing investment landscape. They are highly personable and honest people who at all times do what is best for their clients. As such, I highly recommend Connect Wealth as a financial firm.”

- C.M., MBA, CFAChartered Financial Analyst

“I have worked closely with Vince Olfert and his team since 2004 and it was one of the best financial decisions our family has made. Vince is proactive, professional and always offers advice and direction with the highest level of integrity. They have a strong extended network of industry experts which I have used to both grow my investments and simplify my affairs. I have recommended the Connect Wealth team to colleagues, and I know they now feel the same way after working with them.”

- Travis K.General Manager and Entrepreneur

” My husband and I started working with Vince Olfert since 2007. Vince helped us establish our financial foundation and with Vince’s steady hand and calming advice, we have continued to build on this foundation. Vince and his team are always there to handle our questions, provide advice and most importantly, listen. Vince’s caring and positive attitude coupled with his financial acumen makes him the best. His sense of humour certainly doesn’t hurt either!  Working with Vince has given us financial peace of mind; we’re looking forward to a financially healthy retirement! ”

- Marlene J.Business Partner

” The level of service we have received from Connect Wealth has ensured our long relationship with them. Our professional relationship with Vince has spanned 18 years, and we have sought out his wisdom and expertise in insurance, investments, planning, and business. We have appreciated his willingness to work with our goals, while providing sound advice and preparation as our lives and business needs have grown and changed. Vince is a strategic thinker, and he has handled our finances and future planning with integrity and innovation. We are treated as valued clients every time, with personal interest and attention to our current situations and future goals. His staff have been a pleasure to work with, and we have enjoyed quick and thorough responses. We have, and will continue to recommend Vince and Connect Wealth to those who are seeking a higher level of personalized service, with innovative and solid financial solutions.”

- Brad and Shelley W.Business Owner

Connect Wealth has provided us with good interaction, good listening. They listen to what we want to do with our finances and investments, and then they provide a tailored specific strategy for what we want to happen. They are very good with responding and identifying specific areas and where we should make some changes. We see the benefits of those very quickly afterwards, and that’s very satisfying.

- Jim G.Aerospace Engineer

We’ve been very happy with Connect Wealth ’s expertise.  For more than 10 years we’ve appreciated Vince’s professional approach to our finances, his integrity and we can trust him with our finances.  The staff here provide us with a quick response and keep us on the right track.

- Debra G.