Tracey Lundell, BA, CIM ®

Tracey Lundell, BA, CIM ®

Senior Investment Advisor at Harbourfront Wealth Management --- Sea Glass Wealth Advisory Group

View articles by Tracey Lundell, BA, CIM ®

Family Values: Communication and planning in financial legacy building

Family Values: Communication and planning in…

May 13, 2024

6 likes

New Year, Same Goals for Wealth, Health and Wellness

New Year, Same Goals for Wealth, Health and…

January 22, 2024

8 likes1 comment

Rethinking Retirement for a Comfortable Financial Future

Rethinking Retirement for a Comfortable…

October 4, 2023

4 likes

Mapping Out a Life of YES

Mapping Out a Life of YES

September 15, 2023

7 likes

Lifestyle, Leisure and the cost of Wealth Wellness

Lifestyle, Leisure and the cost of Wealth…

July 19, 2023

9 likes

Values first, wealth second.

Values first, wealth second.

June 13, 2023

5 likes

The Truth About Impact Investing

The Truth About Impact Investing

March 28, 2023

10 likes2 comments