Willms Private Wealth Management Group of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Moose Jaw, SK

Willms Private Wealth Management Group of RBC Dominion Securities

A comprehensive, client-focused, and collaborative wealth management experience

Building futures, preserving legacies

Based in Moose Jaw, SK, at Willms Private Wealth Management Group, we believe in creating tailored financial strategies that evolve with you. By actively listening and continuously learning, our experienced team ensures that every plan is meticulously crafted and every solution is precisely targeted to meet your financial goals – now, and in the years to come.

The Willms Private Wealth Management Group team.

Supporting families like yours for more than 25 years

Recognized as one of the top teams in Saskatchewan across RBC Dominion Securities, Willms Private Wealth Management Group stands out from the rest thanks to our long-running legacy of providing our clients with high-caliber, trusted advice.

Service-focused, connection-driven

Since our earliest beginnings, our team has remained dedicated to our commitment to exceptional client service, always prioritizing genuine connections with the people we serve. We’re proud to have built lasting relationships with many of our clients based on a foundation of honesty, transparency, trust, and integrity.

Bruce Willms

Senior Portfolio Manager & Wealth Advisor

Lesley Banda

Senior Associate

Dara Sewell Zumstien

Associate Wealth Advisor

Jennifer Eberts

Associate

We have been clients of Bruce and his team for over 25 years. After finding it a challenge to manage our own personal investments, we felt Bruce and his team would be a great asset for us. Having met Bruce and seen his team’s work through my mother’s finances, we felt comfortable with them. Through the years, we have had guidance and assistance from RBC with preparing for retirement, including life insurance and succession planning for the fifth generation on the farm. Everyone in this group has become friends with our family. Both of our children are also clients and have learned from their wealth of knowledge. We are grateful for the guidance and support they have given us over the years. This team has improved our lives in more ways than just investments.

—Doug & Susan W.

I was introduced to Bruce’s team 15 years ago. My husband was a chartered accountant in Moose Jaw and had been diagnosed with a fatal illness. He had handled our finances during our marriage and had a strong working relationship with Bruce. He felt confident that I would have a trusted team to help me negotiate the many financial issues at that time and into the future. The team at Willms Private Wealth Management Group have been, and continue to be, a constant, caring, professional support to me. I have had fantastic help with all issues. I can reach out any time to a team member to help me understand and navigate through my investments and other complications of the financial world. I have had skilled, professional investment advice. My investment portfolio has remained strong. In person-to-person meetings, the questions I have are thoroughly explained. I strongly trust and depend on the wonderful, intelligent people of RBC Dominion Securities in Moose Jaw. Each person makes an effort to know me personally, treating me with encouragement, respect and warmth.

—Linda B.

When we were thinking about retirement, we were looking for some professional guidance with a company that would help make our transition while selling our business and retirement as successful and smooth as possible. We are very happy with our decision of choosing Willms Private Wealth Management Group. The team arranged for us to meet with a financial planner and lawyers who helped show us what our future financial picture would look like. Bruce then did the investing and explained to us how our retirement would look. Since we’ve put the plan into action, with Bruce handling our investments, we’ve managed to retire successfully. We are very happy with the professionalism of the team and the results we are achieving.

—Scott & Sue W.

Three people working at a desk, as seen from above.

What we do

Seamless solutions for full-service management

Tailored to your needs and shaped by our conversations with you and your loved ones, we focus on nine key facets of wealth management that seamlessly integrate to help simplify your life and ensure total peace of mind.

Grow and protect your wealth through strategic investment allocation and specialized third-party management tailored to your individual needs.

Optimize your financial position and protect your estate with proactive, tax-minimizing structures, deductions, and credits.

Discover a personalized roadmap that ensures a coordinated, seamless transition to your retirement years.

Secure the future of your loved ones through tailored savings plans and financial literacy education.

Get access to strategic credit and lending solutions that assist with cash flow management, business financing and leasing, and more.

Safeguard your financial well-being through comprehensive, tax-sheltered insurance plans, designed to protect you against the unexpected.

Ensure the continuation of your multigenerational legacy through sophisticated Will, estate, trust, and gifting strategies.

Take charge of your future through tax-efficient strategies that support the flow of funds from a variety of assets.

Achieve peace of mind with a farm estate plan that protects your family values and strengthens the future of your land and your business.

Bruce has been our investment advisor for 22 years. Our initial goal was to save for our retirement. The positive returns over the majority of the years also helped educate our two daughters. Now, we want our investments to fund our ongoing lifestyle! Bruce helps us to understand our financial situation and ensures our objectives are being met according to current market conditions. We have also been through bear markets. Bruce prepares us for uncertainty and helps us apply discipline at crucial times. His team is friendly, knowledgeable, and often go above and beyond their duties. We feel very fortunate to have Bruce and his team manage our money. Bruce is authentic, a good listener, and honest. Over the years, we have developed a healthy client/professional relationship. By getting to know each other on a personal level, we realize that we have many similar interests and that builds a genuine connection. We trust that our investments are in good hands and that helps us sleep well at night!

—Tracey G.

As we moved into the retirement phase of our life, the need to ensure our finances were properly invested and a plan was in place was paramount. We met Bruce through mutual friends prior to investing. Through various non-financial conversations, we were impressed with his perception, vigour, and integrity. This provided us with the desire, trust, and assurance to follow up with Bruce and his team to manage our portfolio. Since then, Bruce and his team have provided a very thorough analysis and comprehensive plan that involves all aspects of our financial security for us and our family, and we look forward to working with him for many years to come.

—Devon & Ginger O.

When I first started working with Bruce and his team, I had just sold my business and had never invested other than in my business. I had no idea where to go or who to deal with, so I invested with three companies. Over the next year, two lost money and Bruce’s team made money. Bruce has become a friend over the years and has always been responsive and helpful. He now works with and helps many members of our family as well.

—Bob L

Tailored for your needs

Our team collaborates with clients from all walks of life – and we’re dedicated to providing each and every one of them with the personalized care and attention they deserve. Some key groups we serve include:

A close-up of a multigenerational family's hands on a table.

Multigenerational families

We help multigenerational families plan for the future and leave a lasting legacy, while also enhancing financial literacy for younger generations in order to ensure a smooth transfer of wealth.

Close-up of two farmers examining a tablet in a field.

Agricultural and farming clients

We support farmers and agricultural business owners with customized financial strategies that help them manage and grow their operations sustainably while keeping their unique challenges top of mind.

Two professionals walking and talking in an office.

Professionally incorporated individuals

We provide specialized financial strategies for doctors, lawyers, accountants, and other professionals, with a focus on managing and optimizing wealth within complex practice structures.

A large group of people seated in a boardroom.

Institutions and foundations

We offer comprehensive financial management and strategic planning for institutions and foundations, ensuring continued alignment and compliance with their unique Investment Policy Statement (IPS).

Client resources

The information you need, when you need it

As part of our mission to promote financial literacy and learning, we’re happy to share with you a collection of curated resources that answer some of our most commonly asked questions. Have a query not answered here? Feel free to get in touch.