In this episode of the Canadian Podcast, Zak speaks with Tracey Lundell, Senior Investment Advisor and wealth management specialist with over 31 years of experience helping clients build, protect and transfer wealth with intention.Tracey works closely with business owners, executives, nonprofit organizations and pre retired and retired individuals who need advanced investment strategies, tax planning, fixed income expertise and long term wealth and philanthropic planning. She explains how personalized financial planning and disciplined investing create stability across market cycles.Based in British Columbia and serving clients across BC, Alberta, Ontario and Nova Scotia, Tracey shares insights on navigating complex financial decisions, preserving capital, planning for retirement and aligning wealth with values. She also discusses how innovation and client experience shape modern wealth management.The conversation explores Tracey’s background, including her education at UBC, her Chartered Investment Manager designation, and why continuous learning matters in today’s financial landscape. Tracey also highlights her lifelong commitment to community involvement and charitable leadership across Canada.This episode is ideal for anyone interested in wealth management, investing strategies, retirement planning, tax efficiency, legacy planning and using financial success to create long term impact.Learn More about Tracey by visiting: https://www.harbourfrontwealth.com/team-members/tracey-lundell/