Your Life. Your Wealth.

It begins with an understanding that you alone define a fulfilling life, but a dedicated team can shape your dreams into reality.

Welcome to The Wyndham Group. With over a century of combined investment experience, our team is uniquely positioned to help you achieve your financial goals. We build life-long relationships with exceptional clients by being faithful to our core strengths: thoughtful investment management, holistic financial planning, practical advice and exceptional service.

THE “NEW” WYNDHAM GROUP. EXPERTISE TAILORED TO YOUR LIFE.

The Wyndham Group logo
Webber, Brodlieb and Associates logo

On April 1st 2021, the Wyndham Group and Webber Brodlieb & Associates merged their successful financial advisory practices together under the Wyndham Group banner. For Rob Pollard, Daniel Brodlieb and Wilson Chen, this was an opportunity to realize a shared vision - to support you with expertise in all areas of your financial life. The Wyndham Group has fostered a team of diverse professionals, each with their own unique skillsets, to bring clarity and comfort to your financial future.

Join us and experience The Wyndham Difference

(left to right): Wilson Chen, Rob Pollard, and Dan Brodlieb
Shook Research Award Winner

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

Robert Pollard, CIM, FCSI
Senior Portfolio Manager, Private Client Group
Daniel Brodlieb, BA, CIM®
Senior Portfolio Manager
Dr. Wilson Chen, BSc., DDS, CFP®, FMA
CERTIFIED FINANCIAL PLANNER™ Dentist
Kelsey Pirnak
Trading & Research Specialist
Deirdre O'Callaghan
Senior Investment Advisor Associate
Carole Nollner
Senior Investment Advisor Associate
John Whyte
Trading & Research Specialist
Devin Bourbonnais
Trading and Research Specialist

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

Mastering Financial Management

11/24/2023
Managing your finances is crucial in today's economic landscape for everyone seeking to achieve financial stability.
Life Events, Lifestyle & Technology

Advance Care Planning

11/23/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning

How to Protect Yourself from Phone, Voicemail, and Text Scams

11/21/2023
Raymond James uses the latest technology safeguards 24 hours a day, 365 days a year.
Life Events, Lifestyle & Technology

Update from Fixed Income Trading Desk

11/17/2023
Listen to our podcast with Harvey Libby.
Markets & Investing

Assessing Your Debt

11/15/2023
Debt is something that we all have to deal with at some point in our lives.
Life Events, Lifestyle & Technology

How to Develop Resilience for Seniors and Caregivers

11/09/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
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