Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
Tanya Wilson, CFP®, CIM, FCSI, is an incredibly focused and experienced professional who has spent her career enhancing her holistic wealth planning offering for her clients, covering all facets of the business. She’s never done and never satisfied, constantly striving for more in terms of education and experience, so that she can better serve her clients. She co-founded the Gold Seal Financial Group team, which provides holistic financial, tax and estate planning services to high-net-worth families and business owners. Wilson also recently opened a new office in Kelowna, B.C. (expanding out from the Lower Mainland) with her team of seven so that she could be of local and convenient service to her many clients who have retired and moved to the Okanagan. She tirelessly travels between Vancouver and the Okanagan to bring that personal and caring touch to her clients, particularly during the pandemic and the 2022 market correction.
Wilson is licensed as a discretionary portfolio manager as well as a CERTIFIED FINANCIAL PLANNER® professional which has been instrumental in her ability to deliver true holistic wealth planning and tailored investment solutions to her clients. Her personalized and comprehensive financial plans provide a guide for all investment and financial decision-making; she builds these plans around her clients’ life span goals, incorporating the next generation or future generations. She always states that money and wealth can be the most emotionally charged aspect of a client’s life, and she enjoys helping families make confidently informed financial decisions during both good and difficult times.
Wilson has also completed her Series 37 and Series 63 in the U.S. to have an enhanced understanding of American securities regulations. She is able to work with clients on both sides of the border through Wellington-Altus USA. This was important to her as she observed that many individuals with cross-border ties often have disjointed financial plans, leading to inadequate and incomplete advice and service.
Wilson is truly the quarterback for her clients, communicating effectively with their accountants and lawyers to make sure all facets of their financial picture are considered. No stone is left unturned.
In December 2021, Wilson and her Gold Seal Financial Group team joined Wellington-Altus Private Wealth. Moving a business is a huge endeavor, and she successfully transitioned all her clients. Top this off with the market volatility endured during the process and all the additional focus she put on making sure her clients felt supported and cared for. This is a testament to the quality of the relationships she has with her clients.
Most importantly, Wilson experiences a lot of joy in her role. She is incredibly fulfilled in the knowledge that she’s making a meaningful difference in her clients’ financial lives. She treats every client as a friend and an extended part of her family, and her clients feel it.
404-1688 152nd Street, Suite 404, Surrey, BC, V4A 4N2 and 2300-1700 Dickson Avenue, Kelowna, BC, V1Y 0L5
604 802 7897
tanya.wilson@wellington-altus.ca
linkedin.com/in/tanyawilson
goldsealfinancialgroup.com
Tanya Wilson, CFP, CIM, FCSI
Senior Wealth Advisor and Portfolio Manager
Gold Seal Financial Group – Wellington-Altus Private Wealth
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Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2006–2009
2009–2016
2016–2021
2021–present
2015–present
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Special Report
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Bio
Milestones
Profile
Milestones
Insurance Business Magazine | Key Media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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2006–2009
2009–2016
2016–2021
2021–present
2015–present
Read on
Special Report
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Bio
Milestones
2022
2021–present
2016–2021
2009–2016
2006–2009
2015–present
Insurance Business Magazine | Key Media
Chief Financial Officer at Equiton
2015–present
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2021–present
Human Resources Magazine | key media
Senior Wealth Advisor and Portfolio Manager at Wellington-Altus Private Wealth
Co-founded the Gold Seal Financial Group
2021–present
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2016–2021
Human Resources Magazine | key media
Investment Advisor at Raymond James
Completed the Chartered Investment Manager designation and became a licensed Portfolio Manager
Achieved the coveted Executive Counsel qualification, becoming part of an elite national list of advisors who are top achievers and contributors to the firm
2016–2021
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2009–2016
Human Resources Magazine | key media
Investment Advisor at Qtrade Securities
Achieved the CFP and FCSI designations, the highest honour in Canadian Financial Services
Awarded Five Star Wealth Manager 2013 by Five Star Professional
Awarded Top Investment Advisor over numerous years within the firm
Insurance Licensed through the BC Insurance Council
2009–2016
1997
2006–2009
human resources | key media
Started a career in wealth management at Dundee Private Wealth
2006–2009
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Milestones
2015–present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Senior Wealth Advisor and Portfolio Manager
Gold Seal Financial Group – Wellington-Altus Private Wealth
Tanya Wilson, CFP, CIM, FCSI
