Tanya Wilson is a partner in the Cadence Financial Group and leads the team with financial planning services. 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 a qualified Portfolio Manager and certified Financial Planner, Tanya is committed to our clients’ overall 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, holistic 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 Certified Financial Planner (CFP®), holds the Certificate in Advanced Investment Advice, is licensed with the Insurance Council of British Columbia, and has completed a number of courses focused on financial planning, wealth management, investment strategies and insurance. Tanya holds a Bachelor of Business Administration from the Simon Fraser University. In addition, she is a Fellow of the Canadian Securities Institute (FCSI). The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence; it is the highest credential offered by the Canadian Securities Institute.
As a native to 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.
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™.
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 Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.