Wiegers Financial
creating security. assuring peace of mind.
Collin Willms
Account Representative with Manulife Securities Investment Services Inc.
Professional Experience
Collin Willms is a Group Retirement Savings Specialist who began his career in the financial services industry in 2002. Collin specializes in planning and implementing group savings programs with business professionals and their employees. His previous experience as an Estate Planning Advisor in the industry enables him to offer advice on tax, retirement, and estate planning needs for his clients including group life, health and dental programs, for groups across the Prairie Provinces.
- Registered Retirement Savings Plans
- Pension Plans
- Deferred Profit Sharing Plans
- Tax Free Savings Accounts
Approach to Financial Planning
In conjunction with Wiegers Financial and Benefits' other professional team members, Collin develops comprehensive plans to help minimize taxes for his clients both now and in the future. He provides customized plans that address his clients’ personal and financial needs. As a corporate business owner himself, he understands the challenges facing most businesses and their employees.
It’s about you…
Value Added Service
- Clear, concise communication
- Quarterly and semi-annual reporting
- Workplace solutions
- Individual financial and debt analysis
- Specialized services for executives
- Counseling for terminating employees
- Assistance for hiring employees
- Tax and estate planning advice
For a comparison of group retirement savings plan options, please click here. For an overview of group savings plans, please click here.