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About

Your trusted financial partner

Personalized strategies for every stage of life

Your financial journey is unique, shaped by life's constant changes—from growing your family to purchasing a home, advancing your career, or preparing for retirement. I’m here to ensure that your financial strategy evolves alongside your reality, empowering you to grow your wealth and preserve your quality of life.

Together, we’ve built a comprehensive plan tailored to your specific needs and goals. Through every high and low, I’ll be by your side, offering guidance and support. Whether you're navigating challenges or celebrating milestones, you can always count on me to help you stay on track and push beyond your limits.

My commitment to you is grounded in the core values that define my practice:

  • Integrity and loyalty
  • Availability and independence
  • Professionalism and skill
  • Exceptional service

These principles drive every decision and relationship, ensuring that I bring the best possible service to your financial journey.

Contact Me
Rebeca Wieler Chen
Financial Advisor in Canada
Financial Advisor in Canada
Financial Advisor Ontario

Plan and achieve financial success

Expert strategies for your future

As a Financial Advisor, I am committed to guiding you on your financial journey with a holistic and personalized approach. Recognizing that achieving your financial goals requires expertise from various fields, I have cultivated a robust network of trusted professionals, including investment specialists, retirement planning experts, accountants, lawyers, realtors, and mortgage brokers. Together, we work collaboratively to provide you with comprehensive financial solutions tailored to your unique needs. Our unified effort ensures that you receive the highest level of service and expertise, empowering you to make informed decisions for a secure financial future.

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

Mission Statement

Our mission is to empower families and small business owners to achieve financial security and clarity, regardless of their current circumstances. We are dedicated to providing personalized financial advice and planning that helps clients navigate their financial journeys, maximizing their assets and fulfilling their families' goals.

Vision Statement

Our vision is to cultivate a thriving financial advisory practice that supports a diverse clientele, including families and business owners. We are committed to delivering innovative solutions that promote long-term financial growth and security for our clients.

Value Statements

  • Client-Centric Approach: We prioritize our clients' needs above all, ensuring that our recommendations align with their unique circumstances and objectives.
  • Adaptability: We believe in the importance of regular financial plan reviews, creating opportunities for clients to discuss new goals and adjust their strategies accordingly.
  • Personalized Service: Our clients can trust that they will receive comprehensive, tailored financial plans and maximum attention throughout their journey with us.
  • Integrity and Transparency: We are committed to maintaining the highest ethical standards, providing clear and honest communication to build strong, trusting relationships with our clients.
  • Continuous Improvement: We strive for excellence by continually seeking education and innovation in financial strategies, ensuring our clients benefit from the best practices in the industry.

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

Achieve Financial Success

About Desjardins Financial Security Investments Inc.

Your trusted partner

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance.

DFS Investments is a mutual fund dealer registered in every Canadian province and territory. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments' advisors may be qualified to provide advice on mutual funds and other investment products, among other things.

Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance. Their value is subject to market fluctuations.