Detailed planning is OUR CORE CAPABILITY
At the Wyndham Group, we take great pride in our accomplished team. Each member was carefully selected for the individual strengths and integrity they bring to our clients.
Rob, Wilson, Kelsey, and Melanie are the core of the group, providing a time tested wealth management process, real life financial planning solutions, and exceptional service. Together, we create a competent and encompassing knowledge base that you can rely on.
At the end of the day, our success is sustained by the people we serve. At the Wyndham Group, we build lifelong relationships with our clients. Long term thinking and a committed partnership help our clients achieve more.
Meet our Financial Team
Dip. of Fin, WME, Options Licensed Senior Financial Advisor Assistant and Registered Representative
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™.