Steve Willems, Cfp®, Fea
AeroLeads people directory · profile

Steve Willems, Cfp®, Fea Email & Phone Number

Wealth Advisor at Assante Financial Management Ltd. at Assante Financial Management Ltd.
Location: Abbotsford, British Columbia, Canada 3 work roles 3 schools
1 work email found @assante.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@assante.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Assante Financial Management Ltd.
Role
Wealth Advisor at Assante Financial Management Ltd.
Location
Abbotsford, British Columbia, Canada
Company size
961 employees

Who is Steve Willems, Cfp®, Fea? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steve Willems, Cfp®, Fea is listed as Wealth Advisor at Assante Financial Management Ltd. at Assante Financial Management Ltd., a with 961 employees, based in Abbotsford, British Columbia, Canada. AeroLeads shows a work email signal at assante.com and a matched LinkedIn profile for Steve Willems, Cfp®, Fea.

Steve Willems, Cfp®, Fea previously worked as Wealth Advisor at Assante Financial Management Ltd. and Success Coordinator at The Donor Motivation Program™ Canada. Steve Willems, Cfp®, Fea holds Bachelor'S Degree, Business Administration, With Distinction from Briercrest College And Seminary.

Company email context

Email format at Assante Financial Management Ltd.

This section adds company-level context without repeating Steve Willems, Cfp®, Fea's masked contact details.

*@assante.com
71% confidence

AeroLeads found 1 current-domain work email signal for Steve Willems, Cfp®, Fea. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Steve Willems, Cfp®, Fea

I take joy in helping people make sense of complexity. In my past career as a Marketing Strategist with FirstPage Marketing, this allowed me to simplify the myriad of technologies available to business owners, narrowing down the noise to a single, executable strategy that directly supported their business needs. Today, in my role as a Wealth Advisor with Assante Financial Management Ltd., I am able to apply that same principle within the context of wealth simplification - helping friends and families identify and achieve their life goals.By building close relationships, I am able to contribute significant value to my client’s lives. This is something that brings me great joy. In turn, they see me as a partner in their own success; someone to be relied on and trusted.

Listed skills include Social Media Marketing, Marketing, Online Marketing, Marketing Strategy, and 22 others.

Current workplace

Steve Willems, Cfp®, Fea's current company

Company context helps verify the profile and gives searchers a useful next step.

Assante Financial Management Ltd.
Assante Financial Management Ltd.
Wealth Advisor at Assante Financial Management Ltd.
toronto, ontario, canada
Website
assante.com
Employees
961
AeroLeads page
Company profile
View company profile Email format
3 roles · 13 years

Steve Willems, Cfp®, Fea work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Assante Financial Management Ltd.

Abbotsford, Bc

As a Wealth Advisor with Willems Wealth Planning Group, we work with select families to help manage their wealth management needs. With the support of our strong Wealth Planning Group, consisting of accountants and lawyers at CI Assante Private Client, a division of CI Private Counsel LP., we provide the best option for each unique client scenario, helping them successfully accomplish their goals in life. Our clients ascribe value to this holistic approach, seen in the development of long-term, multi-generational relationships.

2014 - Present ~12 yrs 6 mos

Marketing Strategist & Account Manager

Firstpage Marketing

Abbotsford, Bc

May 2011 - Jul 2014
Team & coworkers

Colleagues at Assante Financial Management Ltd.

Other employees you can reach at assante.com. View company contacts for 961 employees →

RL Randy Liedtke Randy Liedtke Colleague at Assante Financial Management Ltd.Edmonton, Alberta, Canada View → LC Lorraine Coumont Lorraine Coumont Colleague at Assante Financial Management Ltd.Canada View → HK Hyunah Kim Hyunah Kim Colleague at Assante Financial Management Ltd.Greater Winnipeg Metropolitan Area, Canada View → BD Bryan D. Eckel Bryan D. Eckel Colleague at Assante Financial Management Ltd.Greater Toronto Area, Canada View → DM David Munro Bsc (Hons), Mba David Munro Bsc (Hons), Mba Colleague at Assante Financial Management Ltd.Pembroke, Ontario, Canada View → VM Victor Malli Victor Malli Colleague at Assante Financial Management Ltd.Nanaimo, British Columbia, Canada View → BM Branden Mcewan Branden Mcewan Colleague at Assante Financial Management Ltd.Kingston, Ontario, Canada View → DG David Gramlich David Gramlich Colleague at Assante Financial Management Ltd.Victoria, British Columbia, Canada View → CJ Cooper Jantzen Cooper Jantzen Colleague at Assante Financial Management Ltd.Victoria, British Columbia, Canada View → SC Samuel Cote Samuel Cote Colleague at Assante Financial Management Ltd.Capitale-Nationale, Quebec, Canada View →
3 education records

Steve Willems, Cfp®, Fea education

Bachelor'S Degree, Business Administration, With Distinction

Briercrest College And Seminary

Dean's List Student, graduating with distinction and an average GPA of 3.84. Involved with various departments of the school, including.

Associate'S Degree, Business Administration

Saskatchewan Polytechnic

Graduated with a 90% average, while maintaining an 8-class course load.

High School Diploma

Mennonite Educational Institute (Mei)
FAQ

Frequently asked questions about Steve Willems, Cfp®, Fea

Quick answers generated from the profile data available on this page.

What company does Steve Willems, Cfp®, Fea work for?

Steve Willems, Cfp®, Fea works for Assante Financial Management Ltd..

What is Steve Willems, Cfp®, Fea's role at Assante Financial Management Ltd.?

Steve Willems, Cfp®, Fea is listed as Wealth Advisor at Assante Financial Management Ltd. at Assante Financial Management Ltd..

What is Steve Willems, Cfp®, Fea's email address?

AeroLeads has found 1 work email signal at @assante.com for Steve Willems, Cfp®, Fea at Assante Financial Management Ltd..

Where is Steve Willems, Cfp®, Fea based?

Steve Willems, Cfp®, Fea is based in Abbotsford, British Columbia, Canada while working with Assante Financial Management Ltd..

What companies has Steve Willems, Cfp®, Fea worked for?

Steve Willems, Cfp®, Fea has worked for Assante Financial Management Ltd., The Donor Motivation Program™ Canada, and Firstpage Marketing.

Who are Steve Willems, Cfp®, Fea's colleagues at Assante Financial Management Ltd.?

Steve Willems, Cfp®, Fea's colleagues at Assante Financial Management Ltd. include Randy Liedtke, Lorraine Coumont, Hyunah Kim, Bryan D. Eckel, and David Munro Bsc (Hons), Mba.

How can I contact Steve Willems, Cfp®, Fea?

You can use AeroLeads to view verified contact signals for Steve Willems, Cfp®, Fea at Assante Financial Management Ltd., including work email, phone, and LinkedIn data when available.

What schools did Steve Willems, Cfp®, Fea attend?

Steve Willems, Cfp®, Fea holds Bachelor'S Degree, Business Administration, With Distinction from Briercrest College And Seminary.

What skills is Steve Willems, Cfp®, Fea known for?

Steve Willems, Cfp®, Fea is listed with skills including Social Media Marketing, Marketing, Online Marketing, Marketing Strategy, Web Analytics, Marketing Communications, Seo, and Digital Marketing.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.