Tracey Lundell BA, CIM


Tracey Lundell is a Senior Investment Advisor located in BC. Tracey provides a full suite of wealth management services to her clients including tax, investment, wealth and philanthropic planning.

Tracey’s dedication to exceptional client experiences and innovative financial strategies are the foundations of her business. She has been providing her clients with innovative wealth management solutions for over 31 years. Tracey’s 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 in BC, Alberta, Ontario and Nova Scotia. She loves to read, cook and spend time outdoors hiking, camping, kayaking. 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 including: Ronald McDonald House BC & Yukon, UBC Medical School Diabetes Research, YWCA of Vancouver, Vancouver Seniors Service Experts, Burnaby Seniors’ Resource Society, Semiahmoo Seniors’ Planning Table, Age SENSE South Fraser, Advocacy for Aging BC, Mentor for Forum of Women Entrepreneurs and Facilitator for Junior Achievement of BC.