What Clients Say

“We have been clients of Rob and the Wyndham Group for a number of years and value the professional advice provided. Rob listened to our long term plans and provided what has proven to be sound information for our situation. Working together to prepare, update and monitor a Financial Plan has given us the confidence that we will be in great shape through our retirement years.”
–Craig and Sally

Retired Couple

Retired Woman

“My investment experience with Rob Pollard is over 20 years by now. His entire team listens, understand, customize and deliver results. Raymond James deserves my trust.”

“Rob Pollard is a long-time trusted advisor of ours. His investment process is rigorous and more importantly, it works.”
–Keith Thomas

Retired Family

“Rob and Wilson's comprehensive understanding of the ever-changing financial landscape ensures that our portfolio consistently performs above the market. Their scope extends from practice management to investment issues, As such, we can always rely on Wilson and Rob for sound, practical and no nonsense advice. It’s this expertise that brings peace of mind when investing with the Wyndham Group.”
–Dr. Sepideh Gharai DDS and Dr. Michael Twohey Ph.D – Toronto ON

Married Couple

Male Doctor

“Rob has looked after my investments for the past 15 years. I find him and his team to be knowledgeable and target their portfolios to the specific needs of their clients. I have always been impressed with their holistic approach to financial planning and their honest recommendations in the client's best interest. I consider Rob and Wilson friends and would recommend them highly.”
–Dr. Maneesh Jain BSc., DDS – Guelph ON

“I have been a client of the Wyndham Group for over 15 years. I have always been very satisfied with the attention and care given to my portfolio. Rob, Wilson and their team are attentive, great to work with and most importantly, extremely knowledgeable with respect to investing. I trust the Wyndham Group implicitly to do the best for me and my family.”
–Dr. David Isen BSc., DDS – North York ON

Older Male Doctor

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.