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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    • Constitution
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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: [email protected]
Website: http://www.willemswealthplanning.ca
LinkedIn: http://ca.linkedin.com/pub/brad-willems/20/4a/533

Member since: 2003


Category: Financial Advisors
Location: Abbotsford

Upcoming Meetings

Sept. 15: Kevin Headland, Manulife – Market Update

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

Nov. 17: Jessica Lowe, Solus Trust

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

Feb. 16

Apr. 20

May 18

Jun. 15

Join us!

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

RSVP by emailing [email protected]

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 [email protected]

Recent Postings

  • Protected: Estate Planning Landscape Update October 20, 2021
  • Protected: Market Update: Recommendations on the best areas to invest currently October 6, 2021
  • Protected: Planning for Elder Care: a look at the process and costs involved June 17, 2021
  • Protected: Legal Panel Discussion: Advanced Care Planning May 19, 2021
  • Protected: The Evolution of Estate Philanthropy in Canada April 27, 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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