Your path to financial freedom starts today.

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?

* What tax strategies should I implement to protect and grow my wealth ?

* 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?

Sea Glass Wealth Advisory Group - Map out a life you don't want to retire from.

-Tracey

Tracey Lundell, Senior Investment Advisor
Smith Manoeuvre Certified Professional™

The Smith Manoeuvre™

It's time to master your mortgage

Start here

Ready to see how The Smith Manoeuvre™ could transform your financial future?

Get immediate access to our free mini-course below!

In under 30 minutes, you'll discover a proven strategy that has helped thousands of Canadians become mortgage-free sooner while building significant investment wealth.

Come learn more at our next live webinar.

Has your interest been piqued? Come join us for our next completely free monthly webinar.

Held on the fourth Monday of each month, this session offers all Canadians the opportunity to learn The Smith Manoeuvre™ basics directly from a member of our leadership team.

No pressure, just practical information to help you decide if this strategy is right for you.

Take the first steps today

Your Smith Manoeuvre Certified Professional™

Tracey Lundell

Tracey Lundell is a Senior Investment Advisor located in South Surrey, serving clients in BC, Alberta, Ontario and Nova Scotia. Tracey provides a full-suite of wealth management services to her clients, including tax, investment, wealth and philanthropic planning. Tracey’s dedication to exceptional client experiences and innovative financial strategies are the foundations of her business.

She has been providing her clients with innovative wealth management solutions for over 35 years. Tracey’s clients include business owners, non-profit organizations, executives and pre-retired/retired individuals, who require an extra level of attention and specific industry knowledge to truly look after.

Tracey was born and raised on Vancouver’s North Shore. She loves to read, cook and spend time outdoors – hiking, camping, kayaking. 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 holding a number of industry certifications including the Chartered Investment Manager designation.

Tracey has spent her life volunteering with different charitable organizations across Canada, and continues to be actively involved in a wide range of charitable and community organizations including: Ronald McDonald House – BC & Yukon, UBC Medical School Diabetes Research, Canadian Association of Gift Planners – Lower Mainland Executive Member, Burnaby Seniors Resources Society Co-chair, Semiahmoo Seniors Network, Age SENSE South Fraser Chair, Advocacy for Aging BC, and Mentor for Forum of Women Entrepreneurs.