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.
Interested in Having a Conversation?
Use the button to head over to our calendar where you can book an introductory meeting!
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.
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.