Willym.ca

Willym.ca is an independent financial planning and wealth management firm. Our mission is to provide our clients with objective, reliable and factual advice that is relevant to their financial goals. We achieve this by using an integrated approach to financial planning, investment strategies, and tax minimization linking all aspects of your familys finances to balance your short-term and long-term goals. We build and nurture long term client relationships based on a client centric service model that focuses on personal interaction, individual attention, professionalism, and integrity. We strive to be the leader in the design and delivery of high value and feature rich services, and to be regarded as innovators in financial services and wealth management industry.