Tanya Wilson

Investment Advisor, Portfolio Manager & Financial Planner. Committed to providing clients with the knowledge & confidence to make informed financial decisions

[Tanya Wilson @tanyawilson]

Putting people first isn’t optional - it’s central to my practice. Honoured to be featured in ⁦@LIVMagazines⁩ : Leadership, Legacy & The Gold Seal Difference. #WealthManagement #WomenInFinance https://t.co/bEVeYfw1Cb

[Tanya Wilson @tanyawilson]

The Kelowna branch gearing up for their big entrance to the @wellingtonaltus National Partners Conference welcome reception. We may be a bit overly excited about the playoffs happening this week too 🏆 #accelerate #2024WANPC #hockeynightincanada

[Wellington-Altus @wellingtonaltus]

“Canada, it’s time to embrace change and innovation, and stop living in the past.” As the world economy goes through major structural changes, @DrJStrategy shares how to foster a forward-looking economy here at home. Read more here: https://t.co/RfWID6vy38 #Investing

[Tanya Wilson @tanyawilson]

It's no surprise that Wellington-Altus has once again earned the title of Top Advisory Firm in Canada! My Gold Seal Financial Group team is thrilled that we partnered with this incredible firm with #UnstoppableMomentum and our clients are certainly happy…https://t.co/ftUf2lwrRS

[Tanya Wilson @tanyawilson]

Our first year just flew by and looking back, our Gold Seal Financial Group team couldn’t be happier. As a female advisor, I can confidently say I have never felt so supported, empowered and championed in my entire career.

A big thank you as well to our…https://t.co/FLANqMlO7k

[Tanya Wilson @tanyawilson]

Just a little more validation that our Gold Seal Financial Group team has partnered with the best firm in Canada! #wealthmanagement #womenandwealth #womeninbusiness https://t.co/7PJKS8k0R5

[Tanya Wilson @tanyawilson]

Dual citizen? Worked on both sides of the border? Snowbird? How’s your cross-border financial planning?

I was recently interviewed by Wealth Professional Canada Magazine about the complexities of having cross-border financial assets and ties and the con…https://t.co/nENcpvFFyQ

[Tanya Wilson @tanyawilson]

Such an honour to be named a Wealth Professional Canada Magazine 5-Star Leading Woman in Wealth for 2022!

It's been a year of challenges and change, and I am incredibly thankful that our Gold Seal Financial Group team has found…https://t.co/uAOZ1uDRF6 https://t.co/Z6YEvp9sUe

[Tanya Wilson @tanyawilson]

So honoured to be recognized with this group of inspiring women! #WomenofWellington #UnstoppableMomentum https://t.co/efqerXYPKm

[Tanya Wilson @tanyawilson]

Congratulations to all of the winners, and in particular our very own Ryan Archambault, CFA, CIM from the Gold Seal Financial Group team!! https://t.co/sQxZx8saVi

[Tanya Wilson @tanyawilson]

We are thrilled to introduce Ryan Archambault, CFA, CIM as the newest member to our team! Ryan brings over a decade of industry experience and a client-first approach, making him a wonderful addition to the Gold Seal Financial Group, and we are excited t…https://t.co/MiM0iX5yy5

[Tanya Wilson @tanyawilson]

Thrilled to welcome this exceptional team to our Wellington-Altus Private Wealth family! The Catalyst Wealth Partners group now has the tools and partnership in place to truly do great things for their clients. #unstoppablemomentum #clientfirst https://t.co/QzIYc7qnAQ

[Tanya Wilson @tanyawilson]

A great analogy (and a quick video) from our Chief Market Strategist at Wellington-Altus Private Wealth. #investing #markets #keepingitsimple https://t.co/ZeAKtCgod6

[Tanya Wilson @tanyawilson]

With inflation reaching a 31-year high of 6.8 per cent in April, Bay Street analysts broadly expect a raise in the central bank's overnight interest rate by another 0.5 of a percentage point on Wednesday. https://t.co/KH9cA1ygok

[Tanya Wilson @tanyawilson]

https://t.co/s7HPW3UBMq

[Tanya Wilson @tanyawilson]

It's so refreshing to be associated with a firm that puts their people (advisors and clients) above all else... and it's being recognized! #bestmanaged #cultureofcaring https://t.co/mOUFAfjV1h

[Tanya Wilson @tanyawilson]

This weekend we celebrate your first advisor, the one who invested so much in you and your dreams. 
#MothersDayWeekend #MothersDay https://t.co/lCspZxDCI6

[Tanya Wilson @tanyawilson]

Happy Anniversary Wellington-Altus Private Wealth!! I'm so proud to be associated with one of Canada's top-rated wealth firms. #wealthmanagement #advicematters https://t.co/kKYCbXGVNK

[Tanya Wilson @tanyawilson]

Happy Easter everyone - enjoy this time with the important people in your lives! #thankful https://t.co/BPvEI66EK4

[Tanya Wilson @tanyawilson]

Estate Planning: A Love Letter To Your Heirs https://t.co/Py8QVP3b4I