At Sea Glass Wealth Advisory Group, we want our clients to lead extraordinary lives. In order to make that happen, we need to truly understand our clients' goals - determine where they are today, where they want to be and build a plan together that ensures they get there. Each family is unique in its complexity. We help determine a strategy that works best, and form comprehensive financial planning partnerships with the families we serve - often engaging a tremendous team of industry experts so we can deliver an integrated solution covering a number of key wealth planning considerations. With Sea Glass Wealth Advisory Group our clients are our main priority. We achieve this by being responsive and accessible, by delivering on a customized communication strategy designed to meet our clients' expectations. We will know we are successful when our clients say that our relationship with them provides real value - that their lives are better for trusting us with their financial well-being. A responsibility we don't take lightly.

1. Sea Glass Wealth Advisory Group
Kristina Thomas & Tracey Lundell
TD Wealth
Private Investment Advice
Helping our clients lead extraordinary lives.

2. Sea Glass Wealth Advisory Group
Backed by one of Canada’s premier full service brokerage firms, Sea Glass Wealth
Advisory Group specializes in navigating the complex investment world by delivering
tailored wealth advice and comprehensive financial solutions.
We work with high net worth individuals, families, business owners and corporations to
identify their financial goals and help to achieve them. We structure customized
portfolios designed to both preserve and maximize wealth.
We keep our client base small for a reason – to ensure that we have a deep
understanding of your needs while delivering exceptional service. While our
personalized solutions and proven performance are what attracts our clients, it’s our
dedicated collaborative approach that enables us to grow with them year after year.
Navigating the investment world.

3. We have a disciplined and refined
process that ensures we are always
working in your best interest and focusing
on your top priorities – working together
towards achieving your goals.
Our commitment to being responsive and
accessible is the foundation of our
personalized communication strategy.
We want our clients to feel that our
relationship provides real value and that
their lives are better for trusting us with
their financial well-being.
A responsibility we don’t take lightly.
Values and Guiding Principles

4. Each family is unique in its complexity.
We help determine the strategy that works best and form comprehensive financial
planning partnerships with the families we serve – often engaging a tremendous
team of industry experts so we can deliver an integrated solution covering a
number of key wealth planning considerations.
Your source for investment advice and guidance.
While we help you coordinate
all aspects of your financial
strategy we will remain your
central point of contact.
Values and Guiding Principles

5. We have the Right Investment Advice...
…for every stage of your life.

6. We have the Right Investment Advice...
…for every stage of your life.

7. It starts with an understanding of
your vision:
 Your personal values and beliefs
 Your vision of success
 Your current situation
 Your specific milestones
At Sea Glass Wealth Advisory Group
We want you to lead an extraordinary life.
It’s all about you.
Our approach to wealth management.

8. We Believe In Giving Back.
At Sea Glass Wealth we believe it’s important to give
back to our communities.
For this reason, we recognize that many of our clients
are looking for investment options outside the box.
Social Impact Investing
Supporting the intentional practice of investing for both
a financial return and a beneficial social or
environmental impact.
Philanthropic Giving
Finding ways to give more effectively while creating a
lasting legacy to support the charities that matter most
to you.
We care about the communities we live and work in.
Ask about our Green initiatives…
• Online access to statements and transaction confirmations
• TD Friends of the Environment Foundation has funded over 22,000 local
environmental projects since 1990.

9. Our Team
Kristina Thomas
Having lived in the Lower Mainland all her life
Kristina is excited to care for her clients in
partnership with TD Wealth. Kristina was honoured
to be a recipient of the Vancouver Magazine 5 Star
Wealth Advisor in 2013, nominated for the award by
her clients. With over 20 years of experience in the
financial industry Kristina is constantly working to
keep her industry knowledge in depth and up to
date. Kristina is a Registered Retirement
Consultant and is a certified Personal Financial
Planner. Clients value Kristina’s passion for
financial planning as she helps them achieve their
financial goals through her investing expertise and
planning advice. She is married with two children
and is an active volunteer in the community with
Scouts Canada and Job’s Daughters International.
In Kristina’s spare time she enjoys cooking,
entertaining, travelling, hiking, biking and everything
to do with the ocean.
Tracey Lundell
Tracey was born and raised on Vancouver’s North
Shore and is pleased to be serving clients across
British Columbia – a province she is proud to call
home. She started her career in the financial and
insurance industry in 1990 and has been lucky
enough to work with both individuals and business
owners alike. 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
and also is a certified Personal Financial Planner.
She is committed to ensuring that her clients
receive an exceptional customer experience.
Tracey is married with one child and actively
volunteers with JDRF, Junior Achievement and her
daughter’s elementary school PAC. When she’s
not spending time at the beach with her family,
Tracey enjoys travelling, cooking, reading, crafting,
biking and is an avid sports fan.

10. Our Team
Stephen Joe, CA
High Net Worth Planning
Ross Hagen, CLU, ChFC
Estate Planning
John Nicolls, B. Comm, LLB
Business Succession Planning
Tiffany Yang, BA
Private Banking

11. Contact Us.
Kristina Thomas Tracey Lundell
T: 604 482-2499 T: 604 482-2495
M: 778 241-5553 M: 604 358-3123
Kristina.Thomas@td.com Tracey.Lundell@td.com
700 West Georgia Street, 10th
Floor
Vancouver, BC V7Y 1A2
www.seaglasswealth.com
Sea Glass Wealth Advisory Group
Kristina Thomas & Tracey Lundell
TD Wealth, Private Investment Advice
Helping our clients lead extraordinary lives.

12. The Fine Print:
DISCLAIMERS:
Sea Glass Wealth Advisory Group consists of Tracey Lundell (Investment Advisor), Kristina Thomas (Investment Advisor) and
Catherine Gorospe (Sales Assistant). Sea Glass Wealth Advisory Group is part of TD Wealth Private Investment Advice.
TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD
Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.