Estate Planning Council of Abbotsford (EPCA)
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Estate Planning Council of Abbotsford (EPCA)

Estate Planning Council Abbotsford, BC

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Brad Willems  CFP

Assante Financial Management
#101-33386 S. Fraser Way
Abbotsford, BC
V2S 2B5

Speciality:
Helping clients achieve financial independence and peace of mind with a holistic approach to wealth planning.

Phone: 604-859-4323
Email: bwillems@assante.com
Website: http://www.willemswealthplanning.ca
LinkedIn: http://ca.linkedin.com/pub/brad-willems/20/4a/533

Member since: 2003


Category: Financial Advisors
Location: Abbotsford

2021/22 Schedule

Sept. 15: Kevin Headland, Manulife – Market Update

Oct. 20: Rose Shawlee, Harper Grey LLP – Estate Planning Landscape Update

Nov. 17: Jessica Lowe, Solus Trust – Insights into a Corporate Trustee

Jan. 19: Stephanie Daniels, Farris LLP – Will or Trust: When to Choose One or the Other

Feb. 16: Nicole Garton, Heritage Law – The Rogers Saga

Apr. 20: Bryan Yu, Central 1 – Outlook 2022: Navigating a New Wave of Uncertainty

May 18: Geoff Costelor, Lindsey MacCarthy – Digital Asset Estate Planning

Jun. 15: Ed Fast, MP

Join us!

Guests:
$15/ online meeting
$35/ in-person meeting

RSVP by emailing coordinator@epca.ca

Members:
$175 annually
• Earn PD Credits
• Monthly networking opportunities
• Add value to your client relationships
• Join us in pursuing excellence in our field

Email the membership application to coordinator@epca.ca

Recent Postings

  • Protected: Outlook 2022: Navigating a New Wave of Uncertainty April 25, 2022
  • Protected: The Rogers Saga and What it Can Teach Us About Family Business and Conflict February 21, 2022
  • Protected: Will or Trust: When to Choose One or the Other January 31, 2022
  • Protected: Insights into a Corporate Trustee November 17, 2021
  • Protected: Estate Planning Landscape Update October 20, 2021

EPCA Information

  • Board of Directors
  • Constitution
  • Contact Us
  • Meeting Information
  • Members
  • Membership Information
  • PD Credits

Estate Planning Council of Abbotsford

Information and resource centre for members, their clients and other professionals concerning will planning, pensions, retirement, wealth building and wealth preservation and tax planning through a speaker’s program and educational archives.

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