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Complexity Simplified

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 helps to ensure they can get there.
Each family is unique in its complexity.  We help determine a strategy that works best, and form comprehensive wealth planning relationships with the families we serve – often engaging a tremendous team of other specialists so we can deliver an integrated solution covering a number of key wealth planning considerations.

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Wealth Considerations

Our clients benefit from completely objective advice using our integrated net worth model with open access to the tools necessary to build the best possible outcomes. The financial world is rapidly changing around us; we are here to guide, create stability, and be dynamic for our clients so they can focus on what matters most to them.

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Retirement Planning

Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Tax Management

Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.

Education Funding

Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.

Planning for Major Purchases

Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.

Banking and Credit Management

Effective banking & credit management helps to organize your day-to-day financial needs in a way that may save you time and money.

Protecting Your Assets

Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.

Passing on Your Wealth

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Business Succession Planning

Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.

Charitable Giving

A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.

Supported by our Custodian NBIN

With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers. 

NBIN is custodian for over $180 Billion is assets, over 400 Independent Firms, representing over 600,000 clients. 

Tracey Lundell<small> BA, CIM®</small>
Senior Investment Advisor

Tracey Lundell BA, CIM®

Kristina Thomas<small> QAFP, RRC®</small>
Senior Investment Advisor

Kristina Thomas QAFP, RRC®


Harbourfront Wealth Management Inc