Powerful wealth insights, tips, and secrets simplified, sketched out, and delivered to your inbox every few weeks (ish).… even if you think you’re too busy.

Wealth is complex. But you already know that.

The holding company, family trust, changing TOSI rules,… the list goes on. Often it can feel reactive, not proactive. Like you’re struggling to keep up in a society that’s moving faster than ever before. More than anything, you want to simplify the complex (but not in the ‘plain vanilla’ kind of way). That’s where we come in.

About the Willems Wealth Planning Group

We’re a multi-disciplinary team of Wealth Advisors that’s all about integrated, personalized, and simplified wealth management. In the midst of our loud and easily distracted world, we’re here to cut through the noise and find new ways of thinking about wealth to ultimately empower you to live a meaningful and impactful life.

These emails aren’t going to get into the nitty-gritty.

Expect to keep things high level. We’ll discuss tricky trade-offs of important life decisions, proven ways to reduce financial stress, the soft-side of the emotional balance sheet, and more. If you’re looking for the actuarial science of whether to draw CPP early or defer, you won’t find that here (but ask us, we can help).

Distilled Wealth Wisdom, Every Few Weeks(ish)

Our goal is to give you a little shot of distilled wisdom that will only take a few minutes to read. And if we do our job right, it will leave you thinking all week. Just know that we work hard to send you less.