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.