Having lived in the Lower Mainland all her life Kristina is excited to care for her clients in partnership with TD Wealth. Kristina was honoured to be a recipient of the Vancouver Magazine 5 Star Wealth Advisor in 2013, nominated for the award by her clients. With over 20 years of experience in the financial industry Kristina is constantly working to keep her industry knowledge in depth and up to date. Kristina is a Registered Retirement Consultant and is a certified Personal Financial Planner. Clients value Kristina’s passion for financial planning as she helps them achieve their financial goals through her investing expertise and planning advice. She is married with two children and is an active volunteer in the community with Scouts Canada and Job’s Daughters International. In Kristina’s spare time she enjoys cooking, entertaining, travelling, hiking, biking and everything to do with the ocean.
At Sea Glass Wealth Advisory Group, we want our clients to lead extraordinary lives.
In order to make that happen, we need to truly understand our clients' goals - determine where they are today, where they want to be and build a plan together that ensures they get there.
Each family is unique in its complexity. We help determine a strategy that works best, and form comprehensive financial planning partnerships with the families we serve - often engaging a tremendous team of industry professionals so we can deliver an integrated solution covering a number of key wealth planning considerations.
With Sea Glass Wealth Advisory Group our clients are our main priority. We achieve this by being responsive and accessible, by delivering on a customized communication strategy designed to meet our clients' expectations.
We will know we are successful when our clients say that our relationship with them provides real value - that their lives are better for trusting us with their financial well-being. A responsibility we don't take lightly.
Sea Glass Wealth Advisory Group consists of Tracey Lundell (Investment Advisor), Kristina Thomas (Investment Advisor). Sea Glass Wealth Advisory Group is part of TD Wealth Private Investment Advice.
TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.