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Canadian financial advisor rebeca wieler chen

Rebeca Wieler Chen

As a Financial Advisor, I help you protect your future in Canada, no matter what!

As part of the Desjardins Financial Security Independent Network, I represent leading insurers, banks, and financial institutions, with the support of specialists in various fields to provide the best personalized solutions for your needs.

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MBA

in strategic business planning

+12

years of experience as a business owner

+150

success stories in financial planning.

Desjardins Financial Security Investments Inc.Desjardins Fiancial Security Independent Network
  • Mutual funds are distributed through Desjardins Financial Security Investments Inc.
  • Licensed to sell mutual funds, life, health and group insurance in Ontario, Canada.

How do I help my clients

Tradition and excellence in finance

Tailored Solutions

Financial plans customized to your specific needs and goals.

Local Expertise

Deep understanding of business owners' needs and newcomers to Canada.

Complete Guidance

Ongoing guidance for insurance and investments, ensuring your financial security.

Commitment

Who I am?

Experience and dedication

As a Financial Advisor, I am dedicated to helping business owners and families build a solid financial foundation. With over six years of experience in financial and strategic planning, I take a personalized approach to understand my clients' needs and offer tailored financial solutions that protect their families and support their business growth.

I am passionate about guiding you through every step of your financial journey, ensuring that your finances are secure and aligned with your greatest goals. Recognizing that achieving your financial aspirations requires diverse expertise, and by being part of the Independent network of Desjardins, I have access to a robust network of trusted professionals, including investment specialists, retirement planning experts, accountants, lawyers, realtors, and mortgage brokers.

Together, we work collaboratively to provide comprehensive financial solutions tailored to your unique needs, empowering you to make informed decisions for a secure financial future.

More About Me
Rebeca Wieler Chen Rebeca Wieler Chen
Transformations
Turning Points

Tailored solutions for every chapter of your life

Guidance for life's milestones

Personal Finances

  • Going back to school
  • Career shifts
  • Moving
  • Unexpected expenses
  • Seizable personal property
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Family Life and Couples

  • Marriage, divorce, or separation
  • Budget shortfalls
  • Parents of a child with a disability or a family member facing a disability
  • Health and income protection
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Health and Personal Protection

  • Disability coverage
  • Health problems, accidents, or critical illness
  • Paying for future healthcare
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Personal and Estate Taxes

  • Reducing your tax burden
  • Plan on your assets distribution
  • Intergenerational transfer of your assets
  • Supporting philanthropic causes
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Retirement

  • Planning for your retirement
  • Pension income splitting
  • Early retirement (planned or unplanned)
  • New post-retirement challenges
  • Withdrawals from various plans (TFSA, RRSP, LIRA, etc.)
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Smart investments for lasting growth

Grow, protect, and thrive

Discover the power of financial strategies tailored to your aspirations. Our solutions are designed to help you diversify assets, protect your wealth, and maximize tax benefits, all while aligning with your long-term vision.

Whether you’re building your savings, planning for retirement, or navigating complex financial decisions, these strategies deliver confidence, growth, and peace of mind.

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Unlock financial growth and reduce risk

Unlock financial growth and reduce risk

Diversify your assets and benefit from expert management. Perfect for those starting their investment journey or looking to balance opportunity with stability, this approach empowers you to grow confidently and weather financial uncertainties.

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Protect your wealth while achieving growth

Protect your wealth while achieving growth

Ideal for those prioritizing security, this solution ensures your investments are safeguarded, even during volatile times. Whether planning for retirement or securing your family’s future, this strategy offers peace of mind and steady returns.

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Maximize your savings and pay less tax

Maximize your savings and pay less tax

Tailored for savvy planners, these strategies help reduce tax burdens while growing your wealth. Optimize your savings and take advantage of benefits designed to keep more money working for you, today and tomorrow.

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Customize your approach to fit complex goals

Customize your approach to fit complex goals

For ambitious achievers with unique financial needs, this solution adapts to your priorities—whether generating income, preserving capital, or enhancing tax efficiency. It's the perfect fit for those who demand more from their investments.

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Empower your financial future

Strategic solutions for business owners

We develop effective strategies that meet the needs of entrepreneurs, ensuring optimized tax management, a secure future, and efficient asset withdrawal.

Tax optimization for business owners

We identify and implement tax strategies that help reduce your tax burden, ensuring you pay the minimum required and maximize your earnings.

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Retirement planning for business owners

Develop a customized retirement plan tailored to your reality, protecting your investments and ensuring a smooth and profitable transition.

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Strategic asset withdrawal

We facilitate the efficient withdrawal of resources from your business, allowing you to pay less tax by dissociating your assets from the company.

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Strategic asset withdrawal

Who I assist

Tailored financial solutions for everyone
Tailored financial solutions for everyone

New Immigrants

Simplify your financial journey in Canada with expert advice tailored to your needs.

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Business Owners

Maximize your profits and minimize taxes with strategic financial planning.

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Families and Individuals

Secure your family’s future with comprehensive insurance and investment plans.

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Professionals

Grow and protect your wealth while minimizing tax liabilities through smart, customized investment strategies.

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Pre-Retiree

Strengthen and preserve your wealth with personalized financial planning that ensures a smooth retirement transition.

Rebeca Wieler Chen Financial Advisor

Secure your
financial future now!

Plan today, worry less tomorrow

With tailored financial strategies, I help you protect your income, build your wealth, and ensure long-term security. Take the first step now to create a strong foundation for you and your family, and enjoy peace of mind knowing you're protected against uncertainties.

Thrive with us!

Empower your journey to success with our dedicated expertise and personalized support.

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Let's talk!

Get expert financial advice today!
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