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 Vice President, Private Client Group Portfolio Manager
Daniel Brodlieb, BA, CIM®
Portfolio Manager
Dr. Wilson Chen, BSc., DDS, CFP®, FMA
CERTIFIED FINANCIAL PLANNER™ Dentist
Kelsey Lewis
Trading & Research Specialist
Deirdre O'Callaghan
Senior Financial Advisor Assistant
Carole Nollner
Financial Advisor Assistant
Marianne Ewasyn
Senior Financial Advisor Assistant
John Whyte
Trading & Research Specialist
Devin Bourbonnais
Trading and Research Specialist
Melanie Royston
Dip. Banking and Wealth Management, Securities Licensed Investment Representative

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

Celebrating Pride All Year Long

We’re pleased to announce that we’re launching Raymond James’ article series on Pride.
Life Events, Lifestyle & Technology

Client Insights

08/09/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing

An empty nest, what’s next?

08/08/2022
Listen to our podcast with Portfolio Manager, Neela White.
Retirement & Estate Planning

Insights and Strategies

08/02/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing

Quarterly Asset Allocation

07/19/2022
Abraham Maslow once said, “If the only tool you have is a hammer, everything looks like a nail”.
Markets & Investing

Portfolio Strategy

07/08/2022
Given the popularity of companies across the US Information Technology (IT) sector (within the S&P 1500 index) with clients, we have fielded many questions, especially as these stocks have sold off quite aggressively from their respective peaks.
Markets & Investing
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