Singer Olfert Financial Group
- Company typePrivate
- Founded2007
- HeadquartersSurrey, Canada
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Singer Olfert Financial Group firmographics
Firmographics- Name
- Singer Olfert Financial Group
- Legal name
- Connect Wealth Inc.
- Website
- https://singerolfert.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Singer Olfert Financial Group industry classification
Industry- Product category
- Financial Advisory & Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Singer Olfert Financial Group is headquartered
LocationHeadquarters
- HQ city
- Surrey
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Singer Olfert Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Fee-based financial planning and wealth management services for individuals, families, and business owners. Includes personal planning, business solutions, and group retirement plan services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Quote-based pricing for personalized financial planning services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Singer Olfert Financial Group product offering
Product offeringCore offering
Singer Olfert Financial Group (Connect Wealth) is a fee-based independent financial advisory firm that delivers personalized financial planning, wealth management, and tax strategies to individuals, families, business owners, and employers. Services span three pillars: Personal Planning (retirement, investment, estate, and wealth protection), Business Solutions (corporate financial strategy, tax minimization, and succession planning), and Group Retirement (employer-sponsored plan administration and member support). Revenue is recurring through ongoing advisory relationships rather than transactional commissions alone.
Product overview
Connect Wealth operates as a unified financial advisory platform offering three integrated service pillars: Personal Planning for individual wealth management and retirement planning, Business Solutions for corporate financial strategy and tax management, and Group Retirement for employer-sponsored retirement plan administration. The services work together to provide comprehensive financial guidance from individual to organizational level.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Planning Financial advisory service helping individuals and families achieve goals such as a comfortable retirement, home purchase, and investment navigation through customized strategies. Addresses retirement readiness, investment complexity, and wealth preservation for individuals, families, and young professionals beginning their financial journey.
- Business Solutions Financial strategy empowerment service for businesses and their owners, including personalized planning, wealth creation oversight, and tax management delivered in collaboration with specialized experts (accountants, lawyers). Addresses business tax optimization, succession planning, and shareholder value maximization for incorporated business owners.
- Group Retirement Comprehensive group retirement plan administration service for employers, ensuring financially stable retirement for employees. Includes plan administration and member support, with focused decumulation management overseen by the firm's Group Retirement Plan Division.
Companies that use Singer Olfert Financial Group
Customer profileSegments4 records
Ideal customer profiles3 records
Singer Olfert Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Singer Olfert Financial Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights3 records
Singer Olfert Financial Group competitors and assessment
Company assessmentBroad incumbents
- Manulife Securities: Wealth advisory arm of Manulife offering financial planning, investment advisory and group retirement services across Canada. Broader incumbent with comparable product set but national scale and proprietary platforms.
- IG Wealth Management: One of Canada's largest wealth management firms, part of IGM Financial, offering financial planning, investment advisory and group retirement plans at national scale. Represents the dominant incumbent Connect Wealth competes against for advisor talent and clients.
- Raymond James Canada: Canadian wealth advisory division of Raymond James with independent advisor channel. Broader platform offering investment advisory, financial planning and group retirement services to Canadian clients.
- National Bank Financial: Wealth management division of National Bank of Canada providing financial advisory, group retirement plan services and portfolio management to Canadian individuals and businesses. Broader incumbent offering overlapping services.
Direct peers
- iA Private Wealth: Independent wealth advisory channel of iA Financial Group, formerly HollisWealth. Similar mid-market Canadian advisor practice model with personal and group retirement offerings.
- Richardson Wealth: Canadian independent wealth advisory firm (formerly GMP Richardson) serving high-net-worth individuals, families and business owners with personalized wealth strategies — comparable target market and advisory scope.
- Edward Jones Canada: Branch-based Canadian wealth advisory serving individuals and small-business owners with personalized financial planning. Similar relationship-led, fee-based model targeted at the mass-affluent and business-owner segments.
- CI Private Wealth: Independent advisor channel of CI Financial serving Canadian business owners, professionals and families with personalized wealth and retirement planning — directly comparable offering to Connect Wealth's three pillars.
- Wellington-Altus Private Wealth: Major Canadian independent wealth advisory platform supporting independent advisor practices. Closely comparable business model: independent advisors offering personal planning, business owner advisory and group retirement services under one brand.
Regional players
- Coast Capital Savings Wealth: BC-headquartered credit union providing wealth and investment advisory services in the same Lower Mainland geography as Connect Wealth. Comparable regional focus with personal planning and group retirement offerings.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Singer Olfert Financial Group social profiles
Digital presenceSinger Olfert Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Singer Olfert Financial Group leadership team
Management profileNumber of profiles
Profiles12 records
Singer Olfert Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Singer Olfert Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Singer Olfert Financial Group
What does Singer Olfert Financial Group do?
Singer Olfert Financial Group (Connect Wealth) is a fee-based independent financial advisory firm that delivers personalized financial planning, wealth management, and tax strategies to individuals, families, business owners, and employers. Services span three pillars: Personal Planning (retirement, investment, estate, and wealth protection), Business Solutions (corporate financial strategy, tax minimization, and succession planning), and Group Retirement (employer-sponsored plan administration and member support). Revenue is recurring through ongoing advisory relationships rather than transactional commissions alone.
Is Singer Olfert Financial Group a public or private company?
Singer Olfert Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Singer Olfert Financial Group founded?
Singer Olfert Financial Group was founded in 2007. It employs 11 to 50 people.
Where is Singer Olfert Financial Group based?
Singer Olfert Financial Group is headquartered in Surrey, Canada, in the North America region.
How does Singer Olfert Financial Group make money?
One revenue line is on record: financial Advisory Services.
Who are Singer Olfert Financial Group's main competitors?
Broad incumbents on record are Manulife Securities, IG Wealth Management, Raymond James Canada and National Bank Financial. Direct peers are iA Private Wealth, Richardson Wealth, Edward Jones Canada, CI Private Wealth and Wellington-Altus Private Wealth. Coast Capital Savings Wealth is listed as a regional player.
Does Singer Olfert Financial Group have an API?
No public API is recorded for Singer Olfert Financial Group.
What industry is Singer Olfert Financial Group in?
Singer Olfert Financial Group's product category is Financial Advisory & Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.