Willems Wealth Planning Group - Assante Financial Management Ltd.
62Developing33386 South Fraser Way #101, Abbotsford, BC V2S 2B5, Canada
About
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.
Senior Care Path Summary
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 2026-07-07.
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
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
29 Google reviews
Most recent reviews
Rachel Ross
7 months ago · via Google
I highly recommend this service! My siblings and I used them to help with my mother's aging-in-place and estate planning. My dad died and left her with a lot of things to sort out and we needed help. Steve and Gavin came to our rescue. They were so thorough, and kind, and so professional. The process had a few steps but when finished we had a complete plan to go forward with that met all Mom's needs and maintained family harmony. Run, don't walk, to this office and get assistance with your financial situation! They are so good and it was not expensive nor did it take too long. We are very happy with the service!
J McKiee
11 months ago · via Google
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 Mulholland
11 months ago · via Google
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.
Summary of Google Reviews
Summarized by Senior Care Path from Willems Wealth Planning Group - Assante Financial Management Ltd.'s Google rating and recent reviews. Confirm specifics with the provider.
Willems Wealth Planning Group - Assante Financial Management Ltd. holds an excellent 4.9-star rating across 29 Google reviews. Recent reviewers most often highlight caring, attentive staff and clean, well-kept spaces.
Most common praise
- Caring, attentive staff
- Clean, well-kept spaces
- Warm, welcoming community
Most common concerns
- Some reviewers mention cost or added fees
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
Languages Supported
- English
Location
33386 South Fraser Way #101, Abbotsford, BC V2S 2B5, Canada
Also serves
- Abbotsford
- British Columbia