Brad Willems, CFP
Senior Financial Planner
Specialties
Brad began financial advising in 1988. He assembled a strong team to assist in the delivery of highly personal financial advice. Retirement planning, as well as tax and estate strategies are central to the advice he delivers. Brad offers conservative investment advice and provides asset allocation models to form the foundation of wealth accumulation.
Degrees and Designations
- Certified Financial Planner
Other Education
- Canadian Securities Course
- Canadian Insurance Course
- Partners, Directors & Senior Officers Course
Personal
Brad and Donna have two incredible adult children: Steve and Alicia. The family celebrated the marriage between Steve and his wife Amber in the summer of 2011. Brad believes passionately about giving back to the community and as such is active in various charitable organizations including his local church. Sports of all types grasp his interest, particularly hockey, golf and tennis, which keep him young. He also is an assistant coach for the women’s volleyball team at Columbia Bible School.
Brad is a Senior Financial Planner with Assante Financial Management Ltd.