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Dr. Wilson Chen

Dr. Wilson Chen, BSc., DDS, CFP, FMA

Certified Financial Planner and Dentist
wilson.chen@raymondjames.ca
416-777-7185

 

Wilson is the only practicing dentist in Canada to hold the Certified Financial Planner and Financial Management Advisor designations. For 12 years, he assisted the Wyndham Group in providing business planning and investment strategies for our dental, medical and business clients. In 2014, Wilson sold his dental practice to take the lead financial planning role in our group.

After graduating from the University of Western Ontario in 1992, Wilson built a successful dental practice in Hamilton for over 20 years by embracing a patient centered philosophy. Since 2002, he has applied the same client-first focus to his financial planning practice.

With a blend of knowledge and personal experience, Wilson provides clear direction to the financial needs and opportunities facing our clients. He takes a holistic approach to financial planning, guiding clients to practical solutions. Wilson’s financial articles appear regularly in major dental publications. He also lectures on business planning, relationship building and personal financial strategies.

Wilson is a strong supporter of autism research and awareness programs both locally and in the U.S. He participates in national fundraising campaigns as well as in grassroots autism awareness initiatives.

Wilson lives in Burlington with his wife, Margaret, and their two high schoolers, Anne and Sean. At home, they are busy coordinating ballet recitals and basketball games. As a family, they enjoy spending their downtime in sunny Florida.