About Sea Glass

About Sea Glass Wealth Advisory Group

Complexity Simplified

OUR VALUES

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.

OUR MISSION

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.

OUR FOCUS

Whether you are investing toward a short term goal, planing 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

Kristina Thomas<small> QAFP, RRC®</small>

Kristina Thomas QAFP, RRC®

Investment Advisor
Tracey Lundell<small> PFP, CIM ®</small>

Tracey Lundell PFP, CIM ®

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

Ian Goodman CFA

Portfolio Manager - Harbourfront Wealth
Sheryl Thomas

Sheryl Thomas

Administrative Assistant
Get In Touch

Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

contact us

Lets Connect

Harbourfront Wealth Management Inc