Senior Investment Advisor
Brendan Willis is a founder of the Gold Seal Financial Group. From an early age, he was drawn to business. Not surprisingly, he eventually enrolled in Business Administration specializing in Financial Services. Starting at a major bank-owned securities firm in August 2000 as an associate to an established advisor, Brendan soon moved to another major bank-owned brokerage to take their advisor training program. This 18-month program sent him to Toronto to learn the craft from some legends in the business. Valuing the ability to prioritize client needs over sales quotas, Brendan partnered with Gerry Austgarden and they decided move to an independent brokerage in 2006. In 2012, seen as a natural leader, Brendan was approached nationally to take on the Branch Manager position for that firm’s corporate office in Kelowna. To uphold their client-first commitment, the Gold Seal Financial Group made the decision to join Wellington-Altus Private Wealth.
Outside of work, Brendan is passionate about curling, cycling, raising money for charities and of course, his family. After five years as President of the Kelowna Curling Club, he joined Curl B.C. as a Director at large. He is dedicated to giving back to a sport that he’s loved since his youth. Brendan is a devoted family man, but when he can get away, he enjoys the challenge and reward of road cycling. Conquering B.C. and Alberta, Brendan has his eyes set on cycling across our beautiful country a province at a time; he plans to cycle across Saskatchewan and Manitoba next. Brendan has helped raise hundreds of thousands of dollars for the B.C. Cancer Foundation, the Foundry, Salvation Army, Central Okanagan Food Bank, Prostate Cancer Foundation, and countless others. He is passionate about philanthropy and supporting the community.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
The Certified International Wealth Manager (CIWM) designation is recognized worldwide as a top credential for wealth management. It ensures that financial professionals have the unique knowledge and skills to address the complex needs of high-net-worth clients.
Senior Wealth Advisor, Portfolio Manager
Tanya Wilson is a founder of the Gold Seal Financial Group. She 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 clients and is dedicated to helping them achieve their unique and evolving financial goals and needs.
As an Investment Advisor, Portfolio Manager, Financial Planner and Insurance Agent, Tanya is committed to clients’ comprehensive financial well-being through smart and thoughtful financial guidance. She provides clients with the knowledge and expertise needed to make informed financial and investment decisions, particularly in an environment of constant change. Her capabilities extend to a broad range of complex financial strategies and areas such as retirement planning, investment planning, risk management, tax-efficient investment strategies, estate preservation and transfer, and corporate investment strategies.
Tanya uses a hands-on integrated approach when working with her clients, developing and implementing customized wealth accumulation and retirement income strategies. To simplify clients’ lives, she works in close coordination with their tax, legal and other advisors to develop strategies to optimize wealth protection, estate planning, business succession, cash flow and tax management.
Industry expertise is important to Tanya. She is a Fellow of the Canadian Securities Institute (FCSI®), which is a designation awarded to industry professionals whose superior training and experience exemplify excellence; it is the highest credential offered by the Canadian Securities Institute. In addition to this, she is a Chartered Investment Manager (CIM®), CFP® professional, and holds a Bachelor of Business Administration from Simon Fraser University.
As a native of Vancouver, Tanya enjoys an active lifestyle that includes hiking, yoga and cycling. In fact, she has participated in The Ride to Conquer Cancer for several years. Tanya also has a passion for travelling the world; she has lived overseas and has visited over 40 countries.
Senior Investment Advisor
Gerry Austgarden is a founder of the Gold Seal Financial Group and has almost three decades of experience in the investment industry. He thrives on research and being one of the first people in the office in the morning to dig deep into the data that’s constantly changing. This in-depth reading and market analysis make Gerry well-versed in market trends and where investment opportunities can be found. Gerry has built dynamic portfolio models with strategies rooted in knowledge customized for individual and corporate clients and contributes this expertise to the Gold Seal Financial Group.
Gerry loves sports, especially wheelchair curling, and was a Paralympic gold medalist in the 2006 Winter Games. He also volunteers at the Kelowna Curling Club. He was the Director of Volunteers for the World Mixed Curling Championships in October 2018 and before this, he served on the Board of Directors from 2006 – 2012. When Gerry isn’t on the ice, he enjoys reading and spending time with his wife Doreen and daughter, Zoe-Ann.
Investment Advisor, Portfolio Manager
Ryan Archambault partnered with the Gold Seal Financial Group at Wellington-Altus Private Wealth, to bring his industry-leading practice managing wealth for professionals to a cutting-edge platform. He brings over a decade of industry experience and a client-first approach, while working for the largest wealth managers in Canada. Ryan works with his clients to gain a clear understanding of their unique circumstances and values to continuously support personalized recommendations. Beyond the portfolio, Ryan leverages his network of tax, legal, insurance, and philanthropic professionals to help achieve your goals.
With a strong background and belief in the importance of financial planning, Ryan builds a detailed roadmap before constructing a personalized investment portfolio supporting his client’s objectives. His strategies span the entirety of the family enterprise, providing a comprehensive approach to personal and corporate investment planning, cash flow and retirement planning, multi-generational succession, and prudent and thoughtful estate planning.
Ryan is strongly committed to continuously improving his knowledge and expertise and maintains both the industry-leading Chartered Financial Analyst (CFA) Charter, as well as the Chartered Investment Manager (CIM) designation. Having met stringent accreditation requirements, Ryan is a registered Portfolio Manager and is able to offer fully discretionary portfolio management services for his private client families, institutions, trusts, and charitable organizations. He is a member of the CFA Institute, the Vancouver and Okanagan CFA Societies, as well as the Kelowna Estate Planning Society.
Having relocated from Vancouver to Kelowna in 2020, Ryan has always embraced the outdoors and now enjoys all the Okanagan has to offer. He can regularly be found running and cycling local routes or trails and has put that hobby to good use by spearheading his previous firm’s charitable efforts with the Ride to Conquer Cancer for multiple years. He also enjoys travel, hiking, and being out on the lake with his wife and their two dogs.
Mallory Pearson is an Associate Financial Planner at the Gold Seal Financial Group and works diligently to ensure that our clients receive the best possible service. She is a Certified Financial Planner®, the most widely recognized financial planning designation globally that is considered the standard for the profession. Her focus is to provide advanced financial, tax and estate planning strategies to our clients, focusing on areas such as tax mitigation, maximizing government benefits and overall financial planning education and advice. She is also available to our clients for all of their high-level service needs.
While earning her Bachelor of Commerce at the University of Saskatchewan, Mallory worked at a major Canadian bank developing industry knowledge and superior client service. Although she enjoyed the opportunity, following graduation Mallory left the banking world in order to experience a year of solo backpacking through South America and Asia. After returning to Canada, Mallory moved from her home province of Saskatchewan to British Columbia and joined Tanya Wilson at an independent brokerage, and is now a part of the Gold Seal Financial Group at Wellington-Altus Private Wealth.
When she is not in the office, Mallory’s hobbies focus on getting outdoors and enjoying the natural beauty of B.C. She spends much of her summer biking, hiking, or playing pitch and putt at Stanley Park. Her favorite winter activity is snowboarding, and she makes a habit of going up to Cypress Mountain several nights a week.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Trish Matheson is a Registered Representative with the Gold Seal Financial Group. She oversees and works with the partners on complicated processes such as corporate structures, trusts, estates, and compliance. She began her career in the financial services industry over 25 years ago at a mutual fund company based out of Winnipeg. Having fulfilled a variety of different roles throughout her career, Trish has gained extensive knowledge in wealth management, insurance administration, and compliance practices. This knowledge, coupled with her acute attention to detail, enables her to execute upon various administrative practices that bring value to the team and ensures clients feel confident that their portfolio is being handled with precision and efficiency. Trish has also completed the Associate Financial Advisor and the Branch Manager’s courses through the Canadian Securities Institute.
As a busy mother of two, you can often find Trish in her car shuttling her kids between various soccer and dance activities or cheering them on from the sidelines.
Madison Chlum is a Client Service Specialist at the Gold Seal Financial Group. She joins the team after accumulating several years of experience in the financial industry in both Calgary and Kelowna. As our Client Service Specialist, Madison is responsible for the day-to-day administrative activities required to keep the business running smoothly, such as sending out money, booking meetings and administrative client paperwork. She is devoted to providing excellent client service and using all of the tools available to ensure clients’ needs are met.
After graduating from the University of British Columbia with a Bachelor of Management, Madison spent time travelling before starting her career. Madison has since completed the Canadian Securities Course and is a licensed Investment Representative.
In her free time, you will find Madison enjoying the network of hiking or mountain biking trails in our beautiful backyard. When in need of some relaxation time, she enjoys tinkering in her craft room or baking.