Tracey Lundell

Tracey Lundell is a Senior Investment Advisor with Sea Glass Wealth Advisory Group, part of Harbourfront Wealth Management.  She was born and raised on Vancouver’s North Shore and is pleased to be serving clients across British Columbia & Ontario. 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.

Tracey provides a full suite of wealth management services to her clients, including tax, investment, estate and wealth planning. Her dedication to exceptional client experiences and innovative financial strategies are the foundations of her business.  Tracey has been providing her clients with innovative wealth management solutions for over 31 years. Her 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.