We simplify our clients lives - asking, listening, and solving problems to build, manage, and preserve wealth.
Financial planning with you in mind. Investment management based on evidence, not opinion.
Customized Retirement Guidance
We guide pre-retirees and retirees through their financial journey with personalized attention. Recognizing each individual's unique needs, our focus is on delivering real value, not just numbers . We're committed to crafting retirement plans with the utmost care and consideration, just as we would for ourselves.
Evidence-Based Financial Planning
We craft purpose-driven retirements, merging investment strategies with tax reduction techniques. Our approach is rooted in data and financial science, transforming over 30 years of research into effective, real-world retirement solutions.
An Introduction to the Willems Wealth Planning Group
Client Stories | Donalyn
Client Stories | Don
Client Stories | Rita & Geoff
How to Eliminate the CRA from your Tax Plan
The Secret Sauce of In-Kind Donations
Awards and Accolades
Addressing Your Top Financial Concerns and Questions
- I have savings but don’t have a strategy
- I'm not sure if I've saved enough to retire as planned
- I need help with estate and legacy planning
- I own a business and feel tired of financial complexity
- I need help preparing the next generation
- I'm not sure what would happen if "______"
- A recent life event has changed my finances
- I've been given poor investment advice and want a second opinion
- I'd like to be a more strategic philanthropist
Maximize Your RRSP Savings: Proven Tax Strategies for 60-Year-Olds with $1.9M
Apr 8, 2025 | Navigating retirement planning can be complex, especially when you’ve accumulated substantial savings in your Registered Retirement Savings Plan...
Exploring the Mini-Retirement: How to Make Time for Life Before You Retire
Nov 20, 2024 | Here’s a thought-provoking idea: Have you ever considered taking a “mini-retirement”? It may sound unconventional, but it’s worth...
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