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.

Rebeca Wieler Chen - Financial Advisor

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.

Tailored Solutions for Every Chapter

Guidance for life's milestones

Personal Finances

  • Going back to school
  • Career shifts
  • Moving
  • Unexpected expenses

Family Life & Couples

  • Marriage, divorce, or separation
  • Budget shortfalls
  • Family protection
  • Health and income protection

Health Protection

  • Disability coverage
  • Critical illness insurance
  • Healthcare planning
  • Income protection

Estate & Taxes

  • Reducing tax burden
  • Asset distribution planning
  • Intergenerational wealth transfer
  • Philanthropic planning

Retirement Planning

  • Planning for retirement
  • Pension income splitting
  • Early retirement planning
  • Plan withdrawals (TFSA, RRSP, etc.)

Business Growth

  • Tax optimization
  • Retirement planning for owners
  • Strategic asset withdrawal
  • Wealth preservation

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
Meet Your Advisor - Rebeca Wieler Chen

Clients I work with

Tailored financial solutions for everyone

New Immigrants

Simplify your financial journey in Canada.

Business Owners

Maximize profits and minimize taxes.

Families & Individuals

Comprehensive insurance and investment plans.

Professionals

Grow wealth while minimizing tax liabilities.

Pre-Retirees

Prepare for retirement with smart planning.

Insights & Articles

Practical guidance on retirement, investments, insurance and tax planning in Ontario

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Get expert financial advice today

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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