SEA GLASS WEALTH ADVISORY GROUP - Key Persons

Job Titles:

• Portfolio Manager - Harbourfront Wealth

Job Titles:

• Senior Investment Advisor

Having lived in the Lower Mainland all her life Kristina is excited to care for her clients in partnership with Harbourfront Wealth Management. 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. 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 professionals so we can deliver an integrated solution covering a number of key wealth planning considerations.

Job Titles:

• CIM
• Senior Investment Advisor

Tracey Lundell is a Senior Investment Advisor located in White Rock, serving the Lower Mainland. Tracey provides a full-suite of wealth management services to her clients, including tax, investment and wealth planning. Tracey's 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 29 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. 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. 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 the UBC Medical School Diabetes Research, YWCA of Vancouver, Vancouver Seniors Service Experts, Burnaby Seniors' Resource Society, Board Member for the Richmond/Delta CARP Chapter, Board Member for the Kiwanis Club & Foundation of North Vancouver, Mentor for Forum of Women Entrepreneurs and Facilitator for Junior Achievement of BC.