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Tanya Wilson Profile
Tanya Wilson

@tanyawilson

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258
Following
39
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76
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Investment Advisor, Portfolio Manager & Financial Planner. Committed to providing clients with the knowledge & confidence to make informed financial decisions

Surrey, British Columbia
Joined February 2009
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@tanyawilson
Tanya Wilson
4 months
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
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apple.news
For Tanya Wilson, the heart of her work is about people first. Behind the financial strategies and professional milestones is a woman who has built her career on connection, resilience, and a passion...
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@tanyawilson
Tanya Wilson
2 years
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
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@wellingtonaltus
Wellington-Altus
2 years
“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
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@tanyawilson
Tanya Wilson
3 years
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
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linkedin.com
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...
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@tanyawilson
Tanya Wilson
3 years
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
linkedin.com
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 champi...
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@tanyawilson
Tanya Wilson
3 years
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
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linkedin.com
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...
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@tanyawilson
Tanya Wilson
3 years
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
lnkd.in
This link will take you to a page that’s not on LinkedIn
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@tanyawilson
Tanya Wilson
3 years
So honoured to be recognized with this group of inspiring women! #WomenofWellington #UnstoppableMomentum
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@tanyawilson
Tanya Wilson
3 years
Congratulations to all of the winners, and in particular our very own Ryan Archambault, CFA, CIM from the Gold Seal Financial Group team!!
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linkedin.com
Congratulations to all of the winners, and in particular our very own Ryan Archambault, CFA, CIM from the Gold Seal Financial Group team!!
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@tanyawilson
Tanya Wilson
3 years
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
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linkedin.com
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...
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@tanyawilson
Tanya Wilson
4 years
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
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@tanyawilson
Tanya Wilson
4 years
A great analogy (and a quick video) from our Chief Market Strategist at Wellington-Altus Private Wealth. #investing #markets #keepingitsimple
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@tanyawilson
Tanya Wilson
4 years
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.
livesocial.seismic.com
thestar.com
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@tanyawilson
Tanya Wilson
4 years
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@tanyawilson
Tanya Wilson
4 years
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
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linkedin.com
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
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@tanyawilson
Tanya Wilson
4 years
This weekend we celebrate your first advisor, the one who invested so much in you and your dreams.  #MothersDayWeekend #MothersDay
linkedin.com
This weekend we celebrate your first advisor, the one who invested so much in you and your dreams.  #MothersDayWeekend #MothersDay
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@tanyawilson
Tanya Wilson
4 years
Happy Anniversary Wellington-Altus Private Wealth!! I'm so proud to be associated with one of Canada's top-rated wealth firms. #wealthmanagement #advicematters
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linkedin.com
Happy Anniversary Wellington-Altus Private Wealth!! I'm so proud to be associated with one of Canada's top-rated wealth firms. #wealthmanagement #advicematters
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@tanyawilson
Tanya Wilson
4 years
Happy Easter everyone - enjoy this time with the important people in your lives! #thankful
linkedin.com
Happy Easter everyone - enjoy this time with the important people in your lives! #thankful
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@tanyawilson
Tanya Wilson
4 years
Estate Planning: A Love Letter To Your Heirs
livesocial.seismic.com
forbes.com
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