2024 trust reporting requirements

Navigating the New Trust Reporting Requirements in Canada

Wealth Planning | Feb 1, 2024

New rules aimed at providing more transparency on beneficial ownership of assets now require that more trusts (and estates) file tax returns. These changes will catch many individuals and businesses…

The Illusion of Control: How We Can Be Our Own Worst Enemy in Investing

Wealth Planning | Jan 30, 2024

As humans, we have a strong desire for control and certainty. We want to understand the world around us, and we want to be able to predict and control the…

The Science of Investing: How Factor Investing Can Help You Achieve Your Goals

Wealth Planning | Jan 5, 2024

As investors, we all want to make smart decisions with our money and achieve the best possible returns. But, as we all know, the stock market can be a volatile…

2023 Christmas Brunch Recap

Events | Dec 20, 2023

Every year, as the festive season unfolds, we at Willems Wealth Planning Group cherish the tradition of bringing some of our local Abbotsford and Fraser Valley based clients together for…