For Incorporated Professionals and Business Owners

Keep more of what you earn.

Tax, investment and retirement planning for doctors, dentists, lawyers and owners of their own corporation.

Let's talk? See how I help
MBA
in strategic business planning
+14
years of experience as a business owner
+200
success stories in financial planning

* Mutual funds are distributed through Desjardins Financial Security Investments Inc.

* Licensed to sell mutual funds, life, health and group insurance in Ontario, Canada.

An advisor reviewing a financial plan with a couple at a meeting table

Who I work with

Planning built around your profession and your stage of life

Incorporated Professionals

Physicians, dentists, lawyers, accountants and other professionals planning their personal and corporate finances together.

Business Owners

Paying yourself, investing inside the business, protecting key people and planning succession.

Families & Individuals

Insurance, savings and investment plans for each stage of family life.

New Immigrants

Understanding Canadian accounts, taxes and insurance as you settle in. Service in English and Portuguese.

Pre-Retirees

Turning savings into retirement income and planning the timing.

What I do for my clients

One coordinated plan for your personal and corporate finances

Investments

  • Investment strategies and investor profile
  • Second opinion on your current portfolio
  • Increasing the value of your estate
  • Borrowing to invest, with its risks explained

Optimizing Taxes

  • General tax assessment
  • How your investment portfolio is taxed
  • Tax strategies during your lifetime and at death
  • Tax-efficient investments

Insurance Needs

  • Life insurance
  • Participating life insurance, with a cash value that can grow over time (dividends are not guaranteed)
  • Living benefits: health plan, critical illness and disability insurance

Retirement Plan

  • Determining your needs
  • Risk management
  • Accumulation and payout strategies
  • Taxable and non-taxable income planning
  • Individual Pension Plans (IPP) for professionals and business owners

Succession Plan

  • Business succession and transfer
  • Estate freeze
  • Transfer of assets to your heirs
  • Charitable giving and planned gifts

Meet Your Advisor

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 your needs and offer tailored solutions.

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. Being part of the Independent network of Desjardins gives me access to a robust network of trusted professionals.

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.

Let's Talk
Rebeca Wieler Chen, Financial Advisor

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I use the information you share only to respond to your request and arrange a meeting. It is kept confidential and is never sold. You can ask me to update or delete it at any time. Read the privacy policy.

For confidential communications, please contact by phone.

Contact Information

Address 240 Waterloo Street Unit 105
London (ON) N6B 2N4
Canada
Phone 519-438-1730 #206
Email rebeca.wielerchen@dfsin.ca
Professional Network Desjardins Financial Security
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