Shape Your Dreams Into Reality

Welcome to The Wyndham Group. We build life-long relationships with our clients by being faithful to our core strengths: thoughtful investment management, holistic financial planning, practical advice and exceptional service.

With our combined investment experience, our team of specialists is uniquely positioned to help you achieve your financial goals. 

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

COMPREHENSIVE PLANNING

Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life, helping you to see the bigger picture.

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 Portfolio Manager, Private Client Group
Daniel Brolieb
Daniel Brodlieb, BA, CIM®, FCSI
Senior Portfolio Manager, Private Client Group
Dr. Wilson Chen Bio Image
Dr. Wilson Chen, DDS, CFP®, FMA, CRPC™(USA)
CERTIFIED FINANCIAL PLANNER™ Dentist
Kelsey Lewis Bio Image
Kelsey Pirnak
Trading & Research Specialist
Carole Nollner Bio Image
Carole Nollner
Senior Investment Advisor Associate
John Whyte Bio Image
John Whyte
Trading & Research Specialist
Devin Bourbonnais Bio Image
Devin Bourbonnais
Trading and Research Specialist
bio-headshot-julie
Julie Le
Administrative Assistant
Mina Huang
Mina Huang, CPA, CA, CFP®, CRPC™(USA)
Senior Tax Advisor
Denise Pinto
Denise Pinto
Administrative Assistant

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

Save taxes by timing donations strategically

10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Read
Tax Planning

Save taxes by donating securities in your "HoldCo"

10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Read
Tax Planning

Save taxes by donating securities "in kind"

10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Read
Tax Planning

Insights and Strategies

10/01/2024
Do U.S. Elections Affect Canadian Markets?
Read
Markets & Investing

The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)

09/25/2024
Listen to our podcast with Neela White.
Listen
Retirement & Estate Planning

The Family Cottage

09/19/2024
What to consider in your succession plan for the Family cottage.
Read
Retirement & Estate Planning
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