Wilson is the only dentist in Canada to hold the Certified Financial Planner and Financial Management Advisor designations. As the lead financial planner on the Wyndham team, he helps clients develop practical financial strategies for their families and their businesses.
After graduating from the University of Western Ontario in 1992, Wilson built a successful dental practice in Hamilton for 22 years by embracing a patient centered philosophy. Since 2003, he has applied the same client-first focus to his financial planning practice. In 2014, Wilson sold his dental practice to take on a full-time management and financial planning role with the Wyndham Group.
With a blend of specialized knowledge and personal experience, Wilson provides clear direction to the financial needs and opportunities facing our clients. He takes a holistic approach to financial planning – identifying personalized goals and guiding clients to real life solutions. Wilson’s financial articles appear regularly in major dental publications. He also lectures on business planning, relationship building and personal financial strategies.
Wilson is a strong supporter of autism research and awareness programs both locally and in the U.S. He participates in national fundraising campaigns as well as in grassroots autism awareness initiatives.
Wilson and his wife Margaret have been married since 1992. They have two children, Anne and Sean, who are both attending university. Outside of work, Wilson enjoys tennis and trail cycling. Family time is very important, and they are always looking for opportunities to bring everyone together to prepare a meal or explore a new hiking trail.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.