Tanya is a Fellow of the Canadian Securities Institute (FCSI®), a designation awarded to industry professionals whose superior training and experience exemplify excellence; it is the highest credential offered by the Canadian Securities Institute. She is also a Chartered Investment Manager (CIM®), and a CERTIFIED FINANCIAL PLANNER® Professional.
With so much at stake, feel confident working with an advisor who is held to the highest ethical and professional standards in the industry.
Office: 236.499.1218
Mobile: 604.802.7897
Email: tanya.wilson@wellington-altus.ca
South Surrey: 404-1688 152nd Street, Surrey, BC, V4A 4N2
Kelowna: 2300-1700 Dickson Avenue Kelowna, BC, V1Y 0L5
www.goldsealfinancialgroup.com
Personal Service, Institutional Expertise
Tanya understands that serving clients’ financial and investment needs begins with lasting partnerships built on trust. Blending integrity, hard work and superior personalized service, Tanya deeply cares about her clients and is dedicated to helping them achieve their unique and evolving financial goals. She uses a hands-on integrated approach, developing customized solutions and strategies. The financial and investment plans she creates for her clients are well-thought out and unique to each individual's personal circumstances. Tanya endeavors to ensure that all aspects of her clients' wellbeing are considered and the strategies are executed to her standard of excellence.
Tanya is committed to helping her clients make informed financial and investment decisions, particularly in an environment of constant change and uncertainty. Her capabilities extend to a broad range of complex areas such as retirement planning, risk management, tax-efficient investment strategies, estate preservation and transfer, and corporate investment strategies. To simplify clients’ lives, she works in close coordination with their tax and legal advisors to develop strategies to optimize wealth protection, estate planning, business succession, cash flow and tax management.
Wellington-Altus Private Wealth
Founded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is one of the fastest growing wealth advisory companies in the country.
With More than $20 Billion in assets under administration across Canada, we value being an independant firm that always puts the best interest of our clients first.
We've built a fresh culture around technology-enabled agility, client-focused services, investment advisor collaboration, and a shared love for what we do. We're bonded by our passion for paving a new road within the investment industry and together, we're seeing the benefits of our forward-thinking approach.
Through years of experience, our advisors are able to recognize each client's unique goals and provide honest guidance, customized planning solutions and desired results.
Our clients can invest with confidence knowing the National Bank Independent Network (NBIN), a division of National Bank of Canada ensures safe custody of all assets and performs our back-office services with the security of a Schedule 1 bank.