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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.
Fax: (604) 482-8427
Branch Office: (604) 235-9825
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.