With a passion for helping people from all walks of life, Tanya works closely with clients to simplify complex financial matters to help them live life confidently.
As a Certified Financial Planner professional, she combines her ability to see the whole picture with her knowledge, skills, experience, and ethics to build the type of financial plan needed to help clients achieve their goals. Obtaining the most widely recognized financial planning designation in Canada has allowed Tanya to provide clients with the highest level of professional financial planning services.
Once finished her degree in Psychology at the University of Ottawa, Tanya started her career with CIBC and excelled in various advisory roles. She has achieved her Mutual Funds License,Canadian Investment Funds Course through the IFSE Institute; Canadian Securities Course with Honours from the Canadian Securities Institute; Branch Operations Course from the IFSE Institute; and completed the LLQP to achieve her Life License.
Tanya has also achieved the Chartered Investment Manager designation (CIM®), reflecting her deep understanding of advanced financial management strategies for investors, along with the RIS (Responsible Investment Specialist) designation to be able to advise on ethical investments focused on environmental, social and governance issues.
Tanya works with clients from all backgrounds and life stages, specializing in areas of financial management, investment planning, insurance and risk management, tax planning, retirement planning, education savings planning, estate planning and legal aspects.
Tanya and her husband enjoy spending time as a family with their two children.
Insurance products available through Tanya Sealey.
Tax preparation services available through Key Wealth Partners Inc.