Rebeca Wieler Chen Advisor

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Rebeca Wieler Chen Advisor Financial Advisor Offering Life, Health, Group Insurance and Investments

Investments in resgistred accounts and non-registred accounts (RRSP, TFSA, RESP) and Insurance products (Life, Helth, Critical Illness and Accident).

'Am I too small a client for this?' I hear this constantly from professionals just a few years into practice. You're not...
10/10/2026

'Am I too small a client for this?' I hear this constantly from professionals just a few years into practice. You're not. The earlier the plan, the more room there is to work with. If you've been putting off that first conversation because you're 'not there yet,' let's talk anyway.

You can be perfectly diversified and still be handing back more to the CRA than you need to. Risk management and tax eff...
10/08/2026

You can be perfectly diversified and still be handing back more to the CRA than you need to. Risk management and tax efficiency are two different conversations. A good plan does both.

Informational only. Not tax or investment advice.

10/07/2026

Salary or dividends: which is ‘better’ for an incorporated professional? Short answer: it depends on your RRSP room, your personal cash-flow needs, and your corporation’s other income. Watch the 30-second breakdown, then let’s map out what fits your situation. Comment TAX and I’ll send you the long version.

Informational only. Not tax or investment advice.

If you spent 2024 rearranging investments to get ahead of a capital gains tax hike, it was cancelled. The inclusion rate...
10/06/2026

If you spent 2024 rearranging investments to get ahead of a capital gains tax hike, it was cancelled. The inclusion rate is still 50%, same as it's been for over two decades. Worth double-checking any old plan that was built around the old proposal.

Informational only. Not tax advice.

The passive-income rule looks backward: this year's corporate tax rate is set by last year's investment income. That's w...
10/04/2026

The passive-income rule looks backward: this year's corporate tax rate is set by last year's investment income. That's why year-end planning matters more than year-start regret. Something to keep in mind before December 31st.

Most of my clients are incorporated professionals (doctors, dentists, lawyers) who built something real and now just wan...
10/03/2026

Most of my clients are incorporated professionals (doctors, dentists, lawyers) who built something real and now just want to make sure it lasts. That's the work I love. If that's you, my door (and my DMs) are open.

Your accountant and your financial advisor aren't interchangeable. The best outcomes happen when they work as a team, id...
10/01/2026

Your accountant and your financial advisor aren't interchangeable. The best outcomes happen when they work as a team, ideally before December, not in April. If it's been a while since those two people talked about your file, that's a good sign it's time. Let's talk?

A $1M corporate portfolio isn't 'ultra-wealthy.' It's what 10–15 years of diligent saving inside a successful practice l...
09/29/2026

A $1M corporate portfolio isn't 'ultra-wealthy.' It's what 10–15 years of diligent saving inside a successful practice looks like. That's exactly why this rule catches so many incorporated professionals by surprise. If your corporation is approaching this territory, it's worth a conversation before year-end, not after. Let's talk? Link in bio.

Your corporation can earn up to $50,000 a year in passive investment income before it starts costing you. Cross that lin...
09/28/2026

Your corporation can earn up to $50,000 a year in passive investment income before it starts costing you. Cross that line and your small business deduction shrinks by $5 for every $1 over, which can push your corporate tax rate from about 12% to over 26% on active income. Most business owners find out after it's already happened, because the rule looks at last year's investment income, not this year's. Swipe through 3 ways incorporated professionals leave money on the table, and what a proactive review looks like. Save this for your accountant. Let's talk?

Navigating the Canadian financial landscape can often feel overwhelming. With accounts like TFSA, RRSP, LIRA, and non-re...
09/14/2026

Navigating the Canadian financial landscape can often feel overwhelming. With accounts like TFSA, RRSP, LIRA, and non-registered options available, picking the right vehicle is critical to your long-term success.

True wealth management is built on two core pillars:
1️⃣ Tax Efficiency: Keeping more of what you earn through structured growth.
2️⃣ Risk Mitigation: Protecting your family's lifestyle against life’s uncertainties.

Whether you are planning for early retirement, saving for your children's future, or optimizing your current portfolio, a personalized roadmap ensures every dollar works intentionally for you.

📈 Ready to streamline your financial journey in Ontario? Send a direct message today to book your strategy consultation!

Address

240 Waterloo Street Unit 105
London, ON
N6B2N4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19057816964

Website

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