Achievements

Sea Glass Wealth Advisory Group Achievements

Below is a list of achievements the Sea Glass team has attained over the years.

Wealth Professional Canada Excellence Awardee: The IFSE Institute Award for Financial Literacy Champion 2021

Excellencee Awardee: Tracey Lundell

Tracey Lundell was named an Excellence Awardee for the Wealth Professional Awards – The IFSE Institute Award for Financial Literacy Champion in 2021 through Wealth Professional Magazine. This is not a paid award. Harbourfront Wealth Management is not a sponsor. The goal of financial literacy is to empower Canadians with the knowledge, skills, and confidence to make informed financial decisions. This award will recognize a truly exceptional financial professional who has demonstrated leadership and commitment to bettering the lives of individuals and families by promoting financial literacy and actively working to educate members of their community. Nominees are involved in a financial literacy initiative that engages their audience and inspires them to take positive action towards their own financial well-being. This individual commits their time, financial support, and/or resources to improving the lives of Canadians through educating adults, seniors, or children. Wealth Professional is a free online information resource for all Canadian advice and planning professionals.

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