Serving Dentists and Doctors through all stages of life
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 practicing 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, and the entire Wyndham 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
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Get to know Our Team
Dip. of Fin, WME, Options Licensed Senior Financial Advisor Assistant and Registered Representative
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.