Sea Glass Wealth Advisory Group, Investment Advisor, Burnaby, BC

(604) 482-2433Telephone number
4660 Kingsway Suite 300 Burnaby, BC V5H 4L9Map

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 helps to ensure they can get there.

Each family is unique in its complexity. We help determine a strategy that works best, and form comprehensive wealth planning relationships with the families we serve - often engaging a tremendous team of other TD specialists 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: Planning for an extraordinary life
S ea Glass Wealth Advisory Group: Planning for a successful retirement
S ea Glass Wealth Advisory Group: Three reasons to consider charitable giving in your wealth plan
Sea Glass Wealth Advisory Group: Helping Women with Financial Empowerment

Sea Glass Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (604) 235-9825

Getting to know the full picture

Behavioural Finance
Uncover what drives your decisions

Meet The Team

Associate Investment Advisor

We're redefining private wealth management.

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Canadians Investing in U.S. Equities

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Additional TD Specialists

Oana PapucHigh Net Worth Planner

John NicollsBusiness Succession Advisor

Jo-Anne RyanVice President, Philanthropic Advisory Services

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

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One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

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