Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
Steve Willems, CFP, FEA, BA, is a recognized financial educator, speaker and wealth advisor with the Willems Wealth Planning Group of Assante Financial Management Ltd., where he focuses his practice on family enterprise strategy and multigenerational wealth planning. Willems originally joined the family wealth planning practice out of his passion to help people more fully enjoy their hard-earned wealth. He is a warm and passionate communicator with a way of breaking down jargon and concepts, tailoring every message for audiences with different levels of sophistication.
His expertise has been sought after and he has been interviewed by the Financial Post, Investment Executive, Advisor’s Edge, and Wealth Professional Canada. He graduated from Briercrest College with a Bachelor of Arts in Business Administration and is an accredited Certified Financial Planner (CFP) and Family Enterprise Advisor (FEA).
Willems has spent most of his life in Abbotsford and shares his leadership experience as a board member of the Abbotsford Community Foundation, where he chairs the marketing and communications committee. He also serves on the executive of the Estate Planning Council of Abbotsford, and has volunteered and consulted in leadership roles with various non-profits in the region.
101-33386 South Fraser Way, Abbotsford, BC V2S2B5
604 859 4323
ca.linkedin.com/in/swillems1
willemswealthplanning.ca
Steve Willems
Wealth Advisor
Assante Financial Management Ltd.
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2022
Insurance Business Magazine | Key Media
Launched the Life + Money Video Series
Graduated as an FEA with Family Enterprise Canada
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Ted Talk in collaboration with key media
Interviewed by Wealth Professional Canada, Investment Executive, Advisor’s Edge and the Financial Post
Received the Assante Community Leadership Award
2021
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017–2022
Ted Talk in collaboration with key media
Actively involved in the local philanthropic sector, where he spearheaded the launch of the Abbotsford Disaster Relief Fund in response to local crisis
2017–2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017
Ted Talk in collaboration with key media
Completed the CFP designation
2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2014
Ted Talk in collaboration with key media
Transitioned to wealth management in the Fraser Valley, leveraging experience in communications and strategy development
2014
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2014
2017
2017–2022
2021
2022
Steve
Willems
Wealth Advisor
Assante Financial Management Ltd.
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2022
Insurance Business Magazine | Key Media
Launched the Life + Money Video Series
Graduated as an FEA with Family Enterprise Canada
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Ted Talk in collaboration with key media
Interviewed by Wealth Professional Canada, Investment Executive, Advisor’s Edge and the Financial Post
Received the Assante Community Leadership Award
2021
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017–2022
Ted Talk in collaboration with key media
Actively involved in the local philanthropic sector, where he spearheaded the launch of the Abbotsford Disaster Relief Fund in response to local crisis
2017–2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017
Ted Talk in collaboration with key media
Completed the CFP designation
2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2014
Ted Talk in collaboration with key media
Transitioned to wealth management in the Fraser Valley, leveraging experience in communications and strategy development
2014
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2014
2017
2017–2022
2021
2022
Steve Willems
Wealth Advisor
Assante Financial Management Ltd.
Read on
Special Report
Home
Bio
Milestones
2022
2021
2017–2022
2017
2014
2022
Insurance Business Magazine | Key Media
Launched the Life + Money Video Series
Graduated as an FEA with Family Enterprise Canada
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Human Resources Magazine | key media
Interviewed by Wealth Professional Canada, Investment Executive, Advisor’s Edge and the Financial Post
Received the Assante Community Leadership Award
2021
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017–2022
Human Resources Magazine | key media
Actively involved in the local philanthropic sector, where he spearheaded the launch of the Abbotsford Disaster Relief Fund in response to local crisis
2017–2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017
Human Resources Magazine | key media
Completed the CFP designation
2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2014
human resources | key media
Transitioned to wealth management in the Fraser Valley,
leveraging experience in communications and strategy development
2014
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Milestones
swillems@assante.com