Serving Dentists and Doctors through all stages of life

Dentists and Doctors

At the Wyndham Group, we specialize in helping dentists and doctors. Our 20+ years of experience along with our unique relationship with the dental and medical profession, allows us to provide practical and specific solutions to your professional and your personal life.

Dr. Wilson Chen is a dentist, a certified financial planner, and a principal at the Wyndham Group. He brings his personal background running a successful dental practice for over two decades as well as the collective experiences of numerous dental and medical clients to work for you.

You need more than general advice. You need the counsel of a team that understands your unique needs and opportunities. Rob, Wilson, Dan and the entire Wyndham Group team have the knowledge to get you to your goals.

Our services include:

  • Investment management using our disciplined and conservative process. Consistent results and low fees.
  • Full service investing for RRSPs, TFSAs, RESPs, IPPs, RCAs, Personal accounts and Corporate accounts.
  • Comprehensive financial planning – providing a clear, goals-based roadmap for you to follow.
  • Retirement, education, risk, debt, tax, and estate planning. Specializing in transition and retirement strategies.
  • Advising on the best use of your corporate structures to meet your goals.
  • Full insurance services for disability, life, critical illness, long term care, and office overhead insurance. Clear, practical advice and solutions.
  • Ongoing financial advice through all stages of your busy life.
  • Stellar client service and communication.

Join us and experience The Wyndham Difference

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity

Through the back door to bigger retirement savings

“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity

The psychological side of spending your retirement savings

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity

Retiree in training

Practice makes perfect when it comes to retirement.
Retirement & Longevity