{"id":719,"date":"2022-12-09T02:22:27","date_gmt":"2022-12-09T02:22:27","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup2\/?page_id=719"},"modified":"2025-06-30T11:02:43","modified_gmt":"2025-06-30T15:02:43","slug":"brendan-willis","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/brendan-willis\/","title":{"rendered":"Brendan Willis"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"719\" class=\"elementor elementor-719\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1078da7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1078da7\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a4963b7\" data-id=\"a4963b7\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-62f4edd elementor-widget elementor-widget-image\" data-id=\"62f4edd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"651\" height=\"651\" src=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Brendan-web-e1670550189196.jpg\" class=\"attachment-large size-large wp-image-337\" alt=\"Brendan Willis\" srcset=\"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Brendan-web-e1670550189196.jpg 651w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Brendan-web-e1670550189196-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-content\/uploads\/sites\/159\/2021\/12\/Brendan-web-e1670550189196-150x150.jpg 150w\" sizes=\"(max-width: 651px) 100vw, 651px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d0896e2 elementor-widget elementor-widget-heading\" data-id=\"d0896e2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Brendan Willis<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e9ea7ab elementor-widget elementor-widget-text-editor\" data-id=\"e9ea7ab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CIWM, FCSI\u00ae<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e3778e elementor-widget elementor-widget-text-editor\" data-id=\"4e3778e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Investment Advisor<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6263e03 elementor-align-center elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"6263e03\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-236-499-1219\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">236.499.1219<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:brendan.willis@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">brendan.willis@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-8f572e2\" data-id=\"8f572e2\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-bfc53d5 elementor-widget elementor-widget-text-editor\" data-id=\"bfc53d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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 to 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\u2019s corporate office in Kelowna. To uphold their client-first commitment, the Gold Seal Financial Group made the decision to join Wellington-Altus Private Wealth.<\/p>\n<p>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\u2019s 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.<\/p>\n<p><em>The Fellow of CSI (FCSI<sup>\u00ae<\/sup>) 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.<\/em><\/p>\n<p><em>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.&nbsp;<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ec38db0 elementor-align-left elementor-widget elementor-widget-button\" data-id=\"ec38db0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"mailto:brendan.willis@wellington-altus.ca\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get in Contact<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ab5b4ef elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ab5b4ef\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d299c00\" data-id=\"d299c00\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3ce7868 elementor-widget elementor-widget-heading\" data-id=\"3ce7868\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">What Our Clients Are Saying...<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ee20420 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"ee20420\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c45f162 elementor-testimonial--skin-bubble elementor-testimonial--layout-image_stacked elementor-testimonial--align-center elementor-arrows-yes elementor-pagination-type-bullets elementor-widget elementor-widget-testimonial-carousel\" data-id=\"c45f162\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;autoplay_speed&quot;:10000,&quot;space_between_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:20,&quot;sizes&quot;:[]},&quot;show_arrows&quot;:&quot;yes&quot;,&quot;pagination&quot;:&quot;bullets&quot;,&quot;speed&quot;:500,&quot;autoplay&quot;:&quot;yes&quot;,&quot;loop&quot;:&quot;yes&quot;,&quot;pause_on_hover&quot;:&quot;yes&quot;,&quot;pause_on_interaction&quot;:&quot;yes&quot;,&quot;space_between&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:10,&quot;sizes&quot;:[]},&quot;space_between_widescreen&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:10,&quot;sizes&quot;:[]},&quot;space_between_laptop&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:10,&quot;sizes&quot;:[]},&quot;space_between_tablet_extra&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:10,&quot;sizes&quot;:[]},&quot;space_between_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:10,&quot;sizes&quot;:[]}}\" data-widget_type=\"testimonial-carousel.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-swiper\">\n\t\t\t\t\t<div class=\"elementor-main-swiper swiper\" role=\"region\" aria-roledescription=\"carousel\" aria-label=\"Slides\">\n\t\t\t\t<div class=\"swiper-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial__content\">\n\t\t\t\t\t<div class=\"elementor-testimonial__text\">\n\t\t\t\t\t\t\"Brendan certainly goes above and beyond what a broker usually does, and we trust him completely. Although we pretty much do whatever he suggests, we appreciate hearing the rationale for various investments and are amazed when we look at our bottom line and see that we have still made money despite the hard times.  Without doubt, we will stay with Brendan until we kick the bucket or until he retires!  We really value his expertise and always enjoy visiting with him as he has such a vibrant and witty personality.\"\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"elementor-testimonial__footer\">\n\t\t\t\t\t\t\t\t<cite class=\"elementor-testimonial__cite\"><span class=\"elementor-testimonial__name\">-CM<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Brendan Willis CIWM, FCSI\u00ae Senior Investment Advisor 236.499.1219 brendan.willis@wellington-altus.ca 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 [&hellip;]<\/p>\n","protected":false},"author":149,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"class_list":["post-719","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/pages\/719","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/users\/149"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/comments?post=719"}],"version-history":[{"count":6,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/pages\/719\/revisions"}],"predecessor-version":[{"id":2342,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/pages\/719\/revisions\/2342"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/media?parent=719"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}