Willems Wealth Planning Group - Assante Financial Management Ltd. - Abbotsford, British Columbia

Thelma B.

Steve Willems and his team were very professional and managed to make us really think about what we wanted to get out of our retirement, then formulate a plan for getting there. There were many good suggestions regarding our finances, some of which were worth the cost of the programme in and of themselves! And a large part of what we found useful was in realizing that we are where we want to be at this point in our lives. Highly recommended.

J M.

It was a happy accident that I stumbled across Steve’s vlogs on YouTube. I found his approach to financial planning refreshing as it seemed to focus as much on the human side of the ledger as the numbers. Based on this, I reached out to see if we could work together to build a financial plan as I approach my retirement. To say I’m glad I did would be a massive understatement! The care, attention and thoughtful suggestions provided by Steve, Gavin and the team were extraordinary. Not only did they deliver a comprehensive picture of my financial situation but they also helped me see a very clear path forward — in the short, medium and longer term. I really can’t say enough about the impressive service I received, and I recommend Willems Wealth Planning unreservedly to anyone looking for guidance as they plan for their own retirement.

Malcolm M.

Steve and Gavin were AMAZING in helping us planning our finances in retirement. We interviewed with a number of advisors before going with Steve.

What differentiated him was he listened to all our concerns eg: tax efficiency. His people skills were excellent. He took his time to develop the full plan over 4 meetings spread across 6 weeks.

The final report was very thorough yet easy to follow. It has DRAMATICALLY lowered our anxiety over the classic question "Do we have enough money for retirement ?"

I cannot say enough good things about Steve and Gavin. I recommend them to ANYONE who wants a solid retirement plan.

Rowena M.

Fantastic experience with Steve and Gavin. We have always been DIY in managing our finances- but when it came to retirement we realized we needed help navigating all the options. Steve and Gavin made us feel comfortable and really listened to our objectives and provided us with various approaches to managing our retirement cash flows and estate planning.
Highly recommend.

BJH

I came to Willems Wealth Planning Group because I am approaching retirement and wanted a credible and thorough plan to help guide me and my spouse through many happy, productive and stress-free post-working years. Steve and Gavin spent considerable time and effort working with me on just that plan. They also challenged me to think about retirement and my approach to investing and savings in new ways. It’s been a fascinating and very worthwhile experience and I feel much more confident about entering retirement. I also discovered that while no retirement plan can ever be perfect, a thoughtful, realistic and holistic approach can set one on the right path. My spouse and I look forward to the next steps on our journey. Thanks Steve and Gavin!

robbie L.

Steve helped me move in the right direction with a balance between investment strategies and personal retirement desires.
He gave me piece of mind with respect to my retirement plan and what things I should do now.... Thanks Steve.

Marlene K.

My father, who was with them for several years, started an investment for us. After his passing, Assante was very helpful in walking us through the process at this very difficult time. We continued our partnership with them and valued and trusted their financial advice. We always felt that they took a personal interest in our lives, and not just as clients. As we prepared for retirement, Steve and Gavin were very thorough in reviewing our financial plan. They went over several scenarios with us and definitely raised our comfort level. We look forward to enjoying this next stage of our lives and our continued partnership with Assante.

Donna S.

Assante Wealth Management recently helped us with a financial plan for retirement. We did not want advice on investments, but a roadmap for the future based on our current assets, and we are very pleased with the results. Steve and Gavin met with us online several times to explain the process and to determine what our resources are and the future goals we envisioned for them. We found the interactions enjoyable and often humorous – they were patient and helpful as they steered us through this stressful and unfamiliar financial world.
We then gave them a comprehensive list of income, expenditures and assets using a template they provided. They came back with Plans A, B and C, projecting how much we could expect to have available to us down the road, based on three levels of lifestyle. All meetings were recorded and made available to us, as were the final presentation slides. These were part of a 101 page document that gave detailed information about all the numbers and projections they had used. It was just what we were looking for, and we have no hesitation in recommending them for similar work – we couldn’t be happier!