Tracey Lundell, Ba, Cim ® Email & Phone Number

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.

Listed skills include Banking, Retail Banking, Investments, Financial Services, and 45 others.