FF125: Strategic Wealth Management with Tracey Lundell

In this episode, Tracey Lundell shares her expertise in wealth management and being strategically aligned with your business and life values. When you are in alignment you’ll be more successful and happier.

Highlights From This Episode:

  • It all starts with your values that carry through your life and business
  • A quarterly and monthly roadmap put into play to meet your goals
  • Setting up financially so you can go live your life and do extraordinary things
  • Structure everything so you get to your goal fastest and the most efficient way
  • Dream something that is big, that you can attain, take those little steps and the whole journey can be really, really exciting and fun

Links & Resources From This Episode:

Learn more: Sea Glass Wealth

More About Tracey Lundell

Tracey Lundell is a Senior Investment Advisor with Sea Glass Wealth Advisory Group, part of Harbourfront Wealth Management.  She was born and raised on Vancouver’s North Shore and is pleased to be serving clients across British Columbia and Ontario. Tracey enjoys constantly expanding her education. In addition to her double major from UBC in English Literature and Political Science, Tracey is an investment and fixed income specialist holding a number of industry certifications including the Chartered Investment Manager designation.

Tracey has spent her life volunteering with different charitable organizations across Canada and continues to be actively involved in a wide range of charitable and community organizations.

Tracey provides a full suite of wealth management services to her clients, including tax, investment, estate and wealth planning. Her dedication to exceptional client experiences and innovative financial strategies are the foundations of her business.  Tracey has been providing her clients with innovative wealth management solutions for over 31 years. Her clients include business owners, non-profit organizations, executives and pre-retired/retired individuals, who require an extra level of attention and specific industry knowledge to truly look after.

Awesome FREE Resources for YOU!

Power of 3 Daily Planner

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Val Low is a digital & efficiency expert to entrepreneurs to clear the business clutter and thrive. Through her Focus&Freedom Method many entrepreneurs have experienced more focus, time and freedom.

Val shows entrepreneurs how to calm the overwhelm and distractions with focus and efficiency strategies and tools that enable them to have the freedom to do the things that matter most in their business and life.

Through her Magnify Your Brand program, entrepreneurs and experts clarify their message that attracts their ideal clients, a brand experience that people love to talk about and setting up in a one place online platform that makes it easier for entrepreneurs to spend time in their expertise.

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