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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 experts 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.
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Sea Glass Wealth Advisory Group
Kristina Thomas & Tracey Lundell
TD Wealth
Private Investment Advice
Helping our clients lead extraordinary lives.
Sea Glass Wealth Advisory Group
Backed by one of Canada’s premier full service brokerage firms, Sea Glass Wealth Advisory Group specializes in navigating the complex investment world by delivering tailored wealth advice and comprehensive financial solutions.
We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them. We structure customized portfolios designed to both preserve and maximize wealth.
We keep our client base small for a reason – to ensure that we have a deep understanding of your needs while delivering exceptional service. While our personalized solutions and proven performance are what attracts our clients, it’s our dedicated collaborative approach that enables us to grow with them year after year.
Navigating the investment world.
We have a disciplined and refined process that ensures we are always working in your best interest and focusing on your top priorities – working together towards achieving your goals.
Our commitment to being responsive and accessible is the foundation of our personalized communication strategy.
We want our clients to feel that our relationship provides real value and that their lives are better for trusting us with their financial well-being.
A responsibility we don’t take lightly.
Values and Guiding Principles
Each family is unique in its complexity.
We help determine the strategy that works best and form comprehensive financial planning partnerships with the families we serve – often engaging a tremendous team of industry experts so we can deliver an integrated solution covering a number of key wealth planning considerations.
Your source for investment advice and guidance.
While we help you coordinate all aspects of your financial strategy we will remain your central point of contact.
Values and Guiding Principles
We have the Right Investment Advice...
…for every stage of your life.
We have the Right Investment Advice...
…for every stage of your life.
It starts with an understanding of your vision:
Your personal values and beliefs
Your vision of success
Your current situation
Your specific milestones
At Sea Glass Wealth Advisory Group
We want you to lead an extraordinary life.
It’s all about you.
Our approach to wealth management.
We Believe In Giving Back.
At Sea Glass Wealth we believe it’s important to give back to our communities.
For this reason, we recognize that many of our clients are looking for investment options outside the box.
Social Impact InvestingSupporting the intentional practice of investing for both a financial return and a beneficial social or environmental impact.
Philanthropic GivingFinding ways to give more effectively while creating a lasting legacy to support the charities that matter most to you.
We care about the communities we live and work in.
Ask about our Green initiatives…• Online access to statements and transaction confirmations• TD Friends of the Environment Foundation has funded over 22,000 local environmental projects since 1990.
Our Team
Kristina Thomas
Having lived in the Lower Mainland all her life Kristina is excited to care for her clients in partnership with TD Wealth. Kristina was honoured to be a recipient of the Vancouver Magazine 5 Star Wealth Advisor in 2013, nominated for the award by her clients. With over 20 years of experience in the financial industry Kristina is constantly working to keep her industry knowledge in depth and up to date. Kristina is a Registered Retirement Consultant and is a certified Personal Financial Planner. Clients value Kristina’s passion for financial planning as she helps them achieve their financial goals through her investing expertise and planning advice. She is married with two children and is an active volunteer in the community with Scouts Canada and Job’s Daughters International. In Kristina’s spare time she enjoys cooking, entertaining, travelling, hiking, biking and everything to do with the ocean.
Tracey Lundell
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 exceptional customer experience. Tracey is married with one child and actively volunteers with JDRF, 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.
Our Team
Stephen Joe, CA
High Net Worth Planning
Ross Hagen, CLU, ChFC
Estate Planning
John Nicolls, B. Comm, LLB
Business Succession Planning
Tiffany Yang, BA
Private Banking
Contact Us.
Kristina Thomas Tracey Lundell
T: 604 482-2499 T: 604 482-2495
M: 778 241-5553 M: 604 358-3123
[email protected] [email protected]
700 West Georgia Street, 10th Floor
Vancouver, BC V7Y 1A2
www.seaglasswealth.com
Sea Glass Wealth Advisory Group
Kristina Thomas & Tracey Lundell
TD Wealth, Private Investment Advice
Helping our clients lead extraordinary lives.
The Fine Print:
DISCLAIMERS:
Sea Glass Wealth Advisory Group consists of Tracey Lundell (Investment Advisor), Kristina Thomas (Investment Advisor) and Catherine Gorospe (Sales Assistant). 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.
