Tracey Lundell PFP, CIM

INVESTMENT ADVISOR

Tracey Lundell is an Investment Advisor located in White Rock, serving the Lower Mainland. Tracey provides a full suite of wealth management services to her clients, including tax, investment, and wealth planning. Tracey’s 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 29 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.

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. 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 Professional Financial Planning and Chartered Investment Manager designations.

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 including the UBC Medical School Diabetes Research, YWCA of Vancouver, Vancouver Seniors Service Experts, Burnaby Seniors’ Resource Society, Board Member for the Richmond/Delta CARP Chapter, Board Member for the Kiwanis Club & Foundation of North Vancouver, Mentor for Forum of Women Entrepreneurs and Facilitator for Junior Achievement of BC.