“Planning is a really important part of what we do,” says Tracey Lundell of Sea Glass Wealth Advisory Group, a team that’s part of TD Wealth, Private Investment Advice. “We spend a lot of time in discovery with our clients so that we really understand their goals and desired outcomes; then, together, we design a plan to help you get there.”
With over 80 years cumulative financial experience between the three Sea Glass Wealth Advisory Group team members, Tracey Lundell, Kristina Thomas and Susan Wilson, have all worked in retail banking.
“We have an understanding of everything from basic chequing accounts all the way through to very complex investment planning solutions,” Tracey explains.
The Sea Glass Wealth Advisory Group team enjoys planning for families that are looking to transition wealth between generations.
“Because we’re an all-female team, we tend to meet the women in the family first,” says Tracey, “but we involve all family members in planning for inter-generational wealth transfer.”
Tracey and her colleagues advise meeting with them first, before launching into the planning process.
“The first meeting,” says Tracey “is more a ‘get-to-know’ session, where we decide if we’re a good fit for the client. The second meeting is more detailed and personal and we outline any costs that will be involved for our services. There’s no cost before a client decides that they’re happy working with us.”
In addition to investment planning, Sea Glass Wealth Advisory Group team members also hold informational workshops and seminars.
“We hold sessions here at TD Wealth offices, off-site at work places, or in public spaces. Contact us for a schedule of events.”
For more information on Sea Glass Wealth Advisory Group, call 604.482.2495, visit the website, email firstname.lastname@example.org, or visit the office at Suite 300, 4660 Kingsway, Burnaby. Tracey can also be found on LinkedIn and Twitter.
This document was prepared by Sea Glass Wealth Advisory Group for informational purposes only and is subject to change. The contents of this document are not endorsed by TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. - Member of the Canadian Investor Protection Fund.
Sea Glass Wealth Advisory Group consists of Tracey Lundell, Investment Advisor, Kristina Thomas, Investment Advisor and Susan Wilson, Assistant Investment Advisor. Sea Glass Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of the Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.