Willems Wealth Planning Group
66Good33386 South Fraser Way #101, Abbotsford, BC V2S 2B5, Canada
Last updated September 2026
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Willems Wealth Planning Group, operating as CI Assante Wealth Management Ltd., is a financial planning firm in Abbotsford, BC, specializing in retirement planning, estate planning, and personalized wealth management.
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Willems Wealth Planning Group guides pre-retirees and retirees through retirement with personalized financial plans rooted in data and financial science. Their approach merges investment strategies with tax-reduction techniques, developed over 30 years of research, to deliver real value tailored to each client's unique needs.
The team helps with retirement income planning, estate and legacy planning, wealth transfer, risk management, and life changes. They offer customized guidance to answer key concerns: whether you've saved enough to retire as planned, how to organize existing savings, and how to preserve wealth across generations.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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Who This Provider Is Best For
- Pre-retirees and retirees planning retirement income
- Families planning estate and legacy
- Individuals transferring wealth to the next generation
- Retirees managing risk and life changes
- Clients seeking tax-efficient financial strategies
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
See all reviews on Google4.9
29 Google reviews
Summary of Google Reviews
Summarized by Senior Care Path from Willems Wealth Planning Group's Google rating and recent reviews. Confirm specifics with the provider.
Willems Wealth Planning Group holds an excellent 4.9-star rating across 29 Google reviews. Recent reviewers most often highlight caring, attentive staff and engaging activities and social life.
Most common praise
- Caring, attentive staff
- Engaging activities and social life
- Warm, welcoming community
- A safe, reassuring environment
Most recent reviews
Katie Chung
2 months ago · via Google
My husband and I were looking for someone to help lay out a plan for our finances, and Steve and Gavin did just that. They made it easy to recognize the goals we wanted to achieve, and then mapped out a tangible plan for us to get there. They were easy to talk to and made the whole financial planning process much less overwhelming. I highly recommend their services!
Shawn Yung
4 months ago · via Google
We stumbled upon Steve Willems through his YouTube channel while working on our own DIY investing and retirement planning. Having already done our own extensive research, assembled our own spreadsheets, and run scenario analyses on various online platforms, we initially approached Steve just to see if he could validate our approach and thinking for retirement. Throughout our engagement, we were thoroughly impressed by Steve and Gavin’s logical, step-by-step approach. They combined concrete data, a wealth of knowledge, and their extensive experience with other clients to expertly guide our discussions. They took the time to truly get to know us, walking us beyond basic retirement income and tax numbers. They had us reflect on what retirement life will actually look like, what our values are, and our true financial risk profiles, and then used those insights to model multiple custom scenarios. The final plan, detailed presentation, and spreadsheet gave us a concrete, reassuring roadmap to implement. Furthermore, Steve and Gavin stress-tested the plan against all of our top concerns, clearly answering questions on topics such as OAS and CPP start ages, moving up retirement start dates, inflation concerns, extended travel wishes, and medical expense scenarios. Having all of these tests thoroughly covered gave us a level of confidence and reassurance that simply couldn't be achieved any other way. Additionally, Steve and Gavin provided excellent guidance on how to better diversify and balance our portfolio mix moving forward. The amount of analysis, thought, and tailored care provided by Steve and Gavin is above and beyond our expectations. We are incredibly happy with our experience and highly recommend Steve and his team to anyone in a similar situation. Shawn and Jodie, April 2026
Mike R
6 months ago · via Google
We can't recommend Steve and Gavin at Willems Wealth Planning Group highly enough. We came to them with the big, daunting questions: "When can we retire?" and "How do we actually fund it?" They provided a comprehensive, clear analysis that gave us total peace of mind and a concrete roadmap for the future. What truly sets Steve and Gavin apart is their philosophy. They consistently place life priorities above financial ones, ensuring our plan reflected how we actually want to live. What is even more impressive is that our entire engagement was conducted virtually via Zoom. Despite the distance, the experience felt incredibly personal and seamless. They went above and beyond with thoughtful, "real-world" surprises that bridged the digital gap; e.g., having a book delivered to our door when we were discussing investment strategies, and even arranging for our favorite drinks (cold!) to arrive minutes before their final presentation so we could celebrate the milestone together. If you need experienced experts to guide you through any phase of retirement—even from the comfort of your own home—Steve and Gavin are the gold standard. We highly recommend their services.
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
33386 South Fraser Way #101, Abbotsford, BC V2S 2B5, Canada
Also serves
- Abbotsford
- British Columbia
Frequently Asked Questions
What services does Willems Wealth Planning Group offer?
Willems Wealth Planning Group is a financial planning provider in Abbotsford, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Willems Wealth Planning Group speak?
Staff at Willems Wealth Planning Group are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Willems Wealth Planning Group?
Send a request through the form on this page with your name, email and phone. We pass it to Willems Wealth Planning Group so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Abbotsford. It is free, with no pressure.
Is Willems Wealth Planning Group verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.