Congratulations Steve Willems – Winner of Wealth Professional’s Rising Star 2022 Award
We are thrilled to announce Steve Willems has been named a winner of the Wealth Professional’s Rising Stars 2022 award. Each year Wealth Professional recognizes under 35-year-olds talents who can adapt to the changing landscape of the industry and perform admirably.
Notably, Steve was also recently named to The Globe and Mail’s Report on Business 2022 ranking of Best in Province wealth advisors. In partnership with SHOOK Research, this new list identifies the most effective and successful financial advisors in each province. The independent assessment, conducted by SHOOK Research, evaluates a range of quantitative and qualitative criterea to determine who is the best in the business.
Steve has been an integral part of the Willems Wealth Planning Group’s success since joining the firm, especially as he gives direction to technology, communications, reporting and client experience. This past years Steve also completed his Family Enterprise Advisor (FEA) designation which further builds skillset and capacity to engage in multi-generational business planning conversations with our clients!
Steve is passionate about working with our clients as well as with the next generation, knowing how important it is to begin your financial journey at a young age. He is a financial coach for these young investors, creating financial plans to achieve both short term and long-term goals.
Please join us in congratulating Steve on this incredible achievement!
We are thrilled to announce Steve Willems has been named a winner of the Wealth Professional’s Rising Stars 2022 award. Each year Wealth Professional recognizes under 35-year-olds talents who can adapt to the changing landscape of the industry and perform admirably.
Notably, Steve was also recently named to The Globe and Mail’s Report on Business 2022 ranking of Best in Province wealth advisors. In partnership with SHOOK Research, this new list identifies the most effective and successful financial advisors in each province. The independent assessment, conducted by SHOOK Research, evaluates a range of quantitative and qualitative criterea to determine who is the best in the business.
Steve has been an integral part of the Willems Wealth Planning Group’s success since joining the firm, especially as he gives direction to technology, communications, reporting and client experience. This past years Steve also completed his Family Enterprise Advisor (FEA) designation which further builds skillset and capacity to engage in multi-generational business planning conversations with our clients!
Steve is passionate about working with our clients as well as with the next generation, knowing how important it is to begin your financial journey at a young age. He is a financial coach for these young investors, creating financial plans to achieve both short term and long-term goals.
Please join us in congratulating Steve on this incredible achievement!