About Sea Glass Wealth Advisory Group

Complexity Simplified


We maintained a philosophy of independent, unbiased advice, with an unwavering commitment to serving our clients’ holistic wealth management needs. This empowers clients to realize their lifestyle goals.


Sea Glass Wealth Advisory Group is committed to helping you achieve your goals by bringing together the right investment products and strategies in a comprehensive long-term plan.


Whether you are investing toward a short term goal, planning to fulfill retirement lifestyle needs or managing retirement income, we focus on your success and provide on going advice.

Finding Options Specifically Suited to You

The world of Wealth Management and Financial Planning can be a complicated ecosystem with confusings options, rules, and strategies at your disposal. Our whole business revolves around helping you find the best strategy for your specific goals. Everyone has a different outlook on life, and reason for undertaking true understanding and management of their wealth. It is our job to understand and manage those individualities in order to point you in the right direction and help you grow your wealth.

who we are

Meet The Team

Tracey Lundell<small> BA, CIM®</small>

Tracey Lundell BA, CIM®

Senior Investment Advisor
Ian Goodman <small> CFA</small>

Ian Goodman CFA

Portfolio Manager - Harbourfront Wealth
Kristina Thomas<small> QAFP, RRC®</small>

Kristina Thomas QAFP, RRC®

Senior Investment Advisor
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