Member

Steve Willems

Abbotsford

Willems Wealth Planning Group

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Steve Willems

Member Bio

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Steve Willems, CFP, FEA, is a wealth advisor specializing in multigenerational wealth planning and family enterprise strategy. Drawing on his deep entrepreneurial roots, he helps families align their wealth with their legacy goals. With a passion for philanthropy, business, and finance, Steve brings a warm, clear communication style to his advisory work, fostering meaningful relationships with his clients.

Specializations

Corporate Financial Planning
Financial Planning
Investment Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
FEA

Compensation Models

Insurance Commission
Minimum Fee
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

250,000,000-500,000,000

Practice Size

6 to 10

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
Ontario
Saskatchewan
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