Tracey Lundell
Senior Investment Advisor @Harbourfront Wealth Management
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WORK HISTORY
Senior Investment Advisor @Harbourfront Wealth Management
Vancouver, BC, CA
Complexity simplified. 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 get there.Each family is unique in its complexity.We help determine a strategy that works best, and form comprehensive investment and wealth planning relationships with the families we serve - often engaging a team of industry 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.Our mission is to assist our clients as they navigate the complex questions in life. For instance:* When should I retire? Can I retire early?* How do I live off the equity in my house when I sell it and downsize?* When should I sell my business? How can I replace the income I generate through my business?* I\'ve been presented with a severance package - now what? What are my pension plan options?
EDUCATION
The University of British Columbia
BA, Political Science & English Literature
Canadian Securities Institute
IFIC, CSC, PFP, CPH, BMC, WME, CIM , Financial Planning and Wealth Management
Chartered Investment Manager
CIM, Financial Planning and Wealth Management
SKILLS
ABOUT TRACEY LUNDELL
At Sea Glass Wealth Advisory Group, part of Harbourfront Wealth Management, we want to help our clients lead extraordinary lives. We will work with you to develop a customized investment strategy - one that\'s right for you and your family\'s unique needs and goals. We build strong relationships by listening to your needs, sharing information, recommending investment opportunities and maintaining ongoing contact. All this helps to ensure that your investment strategy remains flexible enough to move with you through each stage of your life.To help you reach your financial goals, Sea Glass Wealth Advisory Group has access to a number of industry specialists in banking, estates, trusts and investments. Discover our comprehensive approach to providing solutions to help grow and preserve your assets and transition your wealth to future generations.Helping you develop and manage your investment portfolio is just the beginning of what we can offer you. As a member of Sea Glass Wealth Advisory Group we can call on all the resources needed to help you develop fully integrated wealth management solutions. This can encompass retirement planning, estate planning, financial security for your family, tax management, and many other key areas of your financial future.Please visit the attached link to review our social media disclaimer -
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