We’re excited to announce that Gold Seal Financial Group has been honored as a 2024 5-Star Advisory Team by Wealth Professional Canada!

This recognition reflects our unwavering dedication to you, our clients, and our commitment to providing exceptional financial advice and personalized service. We’re incredibly grateful for the trust you place in us every day.

The 5-Star Advisory Teams list celebrates the best in the industry, and it’s truly an honor to be included. This award is not just about us—it’s about our client’s success, the unparalleled support of Wellington-Altus, and the shared journey toward achieving our client’s financial goals.

Thank you for your continued support and for being an essential part of our Gold Seal family. We’re excited to keep working together to create a bright financial future!

Exclusive Investment Opportunity with Overbay Capital Partners 2024 Fund
We are thrilled to share an exciting opportunity with you! For the next two weeks, Gold Seal Financial Group is teaming up with Overbay Capital Partners to raise capital for their 2024 Fund. This fund is a fantastic chance to dive into mature, diversified private equity investments at significant discounts to their net asset value (NAV). Overbay Capital Partners, known for their expertise in the secondary market, has built a strategy designed to seize market inefficiencies and deliver impressive, risk-adjusted returns.

Barstools and Backdrops – Growth Themes Defy Traditional Gravity
What movie won Best Picture at the Oscar’s in 1994? You’re not realistically expected to know offhand, and I’ve reflected recently that I may be in the final demographic of Advisors that remembers a time when this once-asked barstool trivia question simply ended with an “agree to disagree” outcome. Where today the resolution to our spirited evening debate would be solved by a quick consult with “The Google”, my Motorola flip-phone of the era and its numbered keypad were of no use in providing assistance with my query that evening. Instead, we’d all go home, do our independent dial-up research, and return to ridicule each other for lack of trivia knowledge at a later date.

Spring Cleaning your home? What about your finances?

Now that spring has sprung and many of us are in spring cleaning mode, don’t forget to declutter your finances! This is a great time of year to check in and eliminate any unused or unnecessary expenses.

Do you have any of the following?
Unread magazine subscriptions
Unwatched streaming services
Unused gym memberships
Forgotten app subscriptions
Outdated software subscriptions
Services that do not match your financial goals
Products that no longer align with your lifestyle needs
Forgotten automatically billed services
Overlapping or redundant accounts or services

Tax Season Reminders and Key Dates!
It’s tax season and the Gold Seal Financial Group is busy putting our clients’ tax packages together. Some of you have directed us to send documents directly to your accountants, which we will do once all slips have been generated. For those clients that like to get a head-start on their taxes, here are some important dates to remember and how-to’s: