The Wyndham Group

The vision of our team was started over 20 years ago by Rob Pollard. It begins with an understanding that a fulfilling life is defined by you alone but a dedicated team can shape your dreams into reality. Today, the Wyndham Group builds life-long relationships with exceptional clients by providing investment management, holistic financial planning, practical advice and outstanding service.

HOW WE HELP

  • We are a team you can trust to quarterback your financial affairs
  • We grow your wealth using a thoughtful, time tested investment process
  • We build a path to financial freedom through personalized planning for yourself and your family
  • We are your partner in making important financial and business decisions
  • We always have your best interest at heart
  • We provide a level of personal service that leaves you smiling

In short, we help you WORRY LESS and LIVE MORE

Join us and experience The Wyndham Difference

COMPREHENSIVE PLANNING

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.

Retirement Planning

 

Estate Strategic Charitable Giving & Trust

 

Investment Strategies

 

Risk Management

 

Get to know Our Team

Rob Pollard Bio Image
Robert Pollard, CIM, FCSI
Senior Vice President, Private Client Group Portfolio Manager
Dr. Wilson Chen Bio Image
Dr. Wilson Chen, BSc., DDS, CFP®, FMA
CERTIFIED FINANCIAL PLANNER™ Dentist
Kelsey Lewis Bio Image
Kelsey Lewis
Dip. of Fin, WME, Options Licensed Senior Financial Advisor Assistant and Registered Representative
Carole Nollner Bio Image
Carole Nollner
Financial Advisor Assistant
John Whyte Bio Image
John Whyte
Client Service Specialist
Devin Bourbonnais Bio Image
Devin Bourbonnais
Trading and Research Specialist
Melanie Fortiz Bio Image
Melanie Fortiz
Dip. Banking and Wealth Management, Securities Licensed Investment Representative
Lou Headshot
Lou Voticky
Vice President Financial Advisor
Mona Headshot
Mona Chong
Associate Financial Advisor

STRUCTURED Process

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.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Monthly Research Register

07/25/2018
Reports are designed to inform you about...
Markets & Investing

Trends & Ideas

07/25/2018
Highlight new investment ideas...
Markets & Investing

Investment Strategy Weekly

07/25/2018
Market commentary is an indispensable resource...
Markets & Investing

Weekly Economic Commentary

07/25/2018
Chief economist within the Equity Research Department...
Markets & Investing

Managed Money Report

07/25/2018
Provides updates regarding the financial industry...
Markets & Investing

Canadian Preferred Shares Report

07/25/2018
It is published quarterly...
Markets & Investing
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