Business Details
31 Years
experience
Comprehensive Financial Planning Services in Abbotsford, BC
At Willems Wealth Planning Group, we simplify our clients' lives by asking the right questions, listening intently, and solving complex financial challenges to build, manage, and preserve wealth. Our team of seasoned professionals brings decades of combined experience in financial planning, investment management, and strategic wealth transfer. We specialize in crafting personalized retirement strategies that address unique client needs, combining evidence-based investment approaches with tax-efficient techniques. Our practice is rooted in over 30 years of research and real-world application, ensuring clients receive actionable solutions tailored to their specific circumstances. We excel in estate planning, business compensation strategies, and family enterprise advisory services, helping clients navigate generational wealth challenges with clarity and confidence.Our commitment to strategic philanthropy and life change assistance reflects our holistic approach to wealth management. Backed by the expertise of Assante Wealth Management and its network of accountants, lawyers, and financial planners, we deliver integrated solutions that align with individual values and long-term goals. With a focus on transparency and integrity, we empower clients to make informed decisions about their financial future. Our team's certificationsincluding Certified Financial Planner, Chartered Financial Analyst, and Family Enterprise Advisordemonstrate our dedication to professional excellence. Since 1995, we have served individuals and families across Canada, managing over $46 billion in client assets through a comprehensive planning process that addresses every aspect of financial well-being.
Services
Estate Planning
Retirement Guidance
Investment Management
Business Compensation Planning
Wealth Transfer
Risk Management
Strategic Philanthropy
Life Change Assistance
Details
- Year established: 1995
Highlights and features
- We offer over 30 years of experience in evidence-based financial planning.
- Our team includes Certified Financial Planners and Chartered Financial Analysts.
- We provide personalized retirement guidance tailored to individual needs.
- Our strategic philanthropy services align investments with client values.
- We leverage a multidisciplinary team of accountants, lawyers, and planners.
Associations and certifications
- Certified Financial Planner (CFP)
- Chartered Professional Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Family Enterprise Advisor (FEA)
- Responsible Investment Specialist (RIS)
Services
Estate Planning
We create customized estate plans to ensure seamless wealth transfer while minimizing tax liabilities. Our strategies incorporate wills, trusts, and legal structures tailored to individual family dynamics. With expertise in intergenerational wealth planning, we help clients preserve their legacy through tax-efficient gifting and succession frameworks.
Retirement Guidance
Our evidence-based retirement planning combines investment science with personalized strategies to address longevity risks and market volatility. We develop cash flow models and tax optimization techniques to support sustainable income throughout retirement. Specialized services include RRSP optimization and mini-retirement planning for pre-retirees.
Investment Management
We implement data-driven investment strategies aligned with client risk profiles and financial goals. Our approach integrates environmental, social, and governance (ESG) factors for responsible investing. With access to global capital markets expertise, we construct diversified portfolios designed for long-term growth and capital preservation.
Business Compensation Planning
Our business compensation services address complex executive remuneration structures and succession challenges. We develop customized plans for business owners facing financial complexity, including share valuation strategies and key employee retention programs. Our solutions align corporate objectives with personal wealth goals.
Strategic Philanthropy
We help clients integrate philanthropy into their wealth management plans through tax-advantaged giving strategies. Our services include establishing donor-advised funds, structuring in-kind donations, and creating legacy charitable trusts. We ensure charitable contributions align with both personal values and financial objectives.
People
Brad Willems
Senior Wealth Advisor
With over 30 years of wealth management experience, Brad specializes in philanthropy-focused financial planning. As a Certified Financial Planner, he combines technical expertise with a team-oriented approach to create holistic wealth solutions for high-net-worth clients.
Steve Willems
Wealth Advisor
A Certified Financial Planner and Family Enterprise Advisor, Steve excels at simplifying complex financial issues. His practice focuses on generational wealth transfer challenges, helping family business owners navigate succession planning and estate preservation strategies.
Sean Rosas
Investment Counsellor
As a Chartered Financial Analyst with extensive family office experience, Sean brings global capital markets expertise to portfolio management. His background includes senior trading roles in Toronto, New York, and London financial centers.
Gavin Caldecott
Wealth Advisor
Combining nine years of public accounting experience with financial planning expertise, Gavin specializes in translating complex financial concepts into practical solutions. His client-focused approach emphasizes relationship-building and long-term financial clarity.
Cheryl Norton
Regional Vice President, Wealth Planning
A Chartered Professional Accountant with 18 years of tax and estate planning experience, Cheryl develops sophisticated wealth strategies for business owners and affluent families. She specializes in intergenerational wealth transfer and charitable giving frameworks.
Questions
What retirement planning services do you offer?
We provide personalized retirement strategies including cash flow modeling, tax-efficient income planning, and RRSP optimization. Our evidence-based approach addresses longevity risks and market volatility to ensure sustainable income throughout retirement.
How do you handle estate planning for complex family situations?
Our estate planning services create customized wealth transfer strategies using wills, trusts, and legal structures. We specialize in intergenerational planning and tax-efficient gifting strategies tailored to unique family dynamics.
Can you help business owners with succession planning?
Yes, we develop comprehensive business succession plans addressing share valuation, executive compensation, and leadership transition. Our strategies ensure business continuity while aligning with personal wealth objectives.
What investment approach do you use?
We employ evidence-based investing combining modern portfolio theory with global market insights. Our strategies incorporate ESG factors and tax-efficient asset allocation tailored to individual risk profiles and financial goals.
How do you incorporate philanthropy into financial plans?
We integrate strategic philanthropy through tax-advantaged giving vehicles like donor-advised funds and charitable trusts. Our approach aligns charitable giving with overall wealth transfer objectives while maximizing tax benefits.
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