Serving Dentists and Doctors through all stages of life

Dentists and Doctors

The Wyndham Group specializes in assisting dentists and doctors, leveraging over 20 years of experience advising the medical and dental profession. Dr. Wilson Chen, a dentist, certified financial planner, and principal at Wyndham Group, works closely with our healthcare clients and brings a first-hand knowledge of running a successful dental practice with insights gained from numerous dental and medical professionals. Our team understands the specific needs and opportunities of healthcare specialists, providing tailored solutions to help you achieve 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

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