Welcome to Sea Glass Wealth Advisory Group!
Tracey was born and raised on Vancouver’s North Shore and is pleased to be serving clients across British Columbia – a province she is proud to call home. She started her career in the financial and insurance industry in 1990 and has been lucky enough to work with both individuals and business owners alike. Tracey enjoys constantly expanding her education. In addition to her double major from UBC in English Literature and Political Science, Tracey is an investment and fixed income specialist and also is a certified Personal Financial Planner. She is committed to ensuring that her clients receive an outstanding customer experience. Tracey is married with one child and actively volunteers with JDRF (Juvenile Diabetes Research Foundation), Junior Achievement and her daughter’s elementary school PAC. When she’s not spending time at the beach with her family, Tracey enjoys travelling, cooking, reading, crafting, biking and is an avid sports fan.
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.