Like many firms, we offer a full range of financial planning services and solutions including investments, tax planning, retirement planning, will & estate planning and insurance coverage. Our ability to combine and leverage all of the individual pieces into a Complete Wealth Management plan is what makes a difference to you.
Our team has access to the expertise of the Assante Wealth Planning Group*, comprised of accountants, lawyers and financial planners who have specialized knowledge and extensive experience in tax, estate, succession and financial planning for individuals, families and corporations in Canada. Drawing on the experience of this group we formulate a plan that is personalized to your unique situation.
Our team has access to the expertise of the Assante Wealth Planning Group*, comprised of accountants, lawyers and financial planners who have specialized knowledge and extensive experience in tax, estate, succession and financial planning for individuals, families and corporations in Canada. Drawing on the experience of this group we formulate a plan that is personalized to your unique situation.
Services
The needs of high net worth individuals have changed, and unfortunately the old style advisor is no longer synchronized with this new style of wealth. Our clients are looking for comprehensive wealth planning that addresses the robust demands of successful wealth accumulation and wealth transfer. At the centre of who we are is a profound desire to help people - a belief that has held strong since our inception.
Our goal is to ensure our clients are "exceptionally well taken care of." This mandate orients our thinking and directly influences the way we deliver advice to our clients: custom-tailored, highly-specialized, and extremely personable. When most people think of costs, the first thing that usually comes to mind is a management fee.
We love talking with people, and are looking forward to answering any questions you might have. Reach out and start the conversation. By providing your e-mail address you provide us with your express consent to send you electronic communications in relation to your finances/investments that may be of interest to you.
Reviews
Be the first to review Willems Wealth Planning Group.
Write a Review