Financial Strategy Meets Entrepreneurship with Tracey Lundell

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy.Tracey Lundell shares her journey from banking to entrepreneurship, revealing how she built a wealth management company that breaks industry norms while providing better client service.With 30+ years of expertise in finance strategy, Tracey helps women investors and entrepreneurs navigate the complex world of wealth by building smart future-proof portfolios.Women often face unique challenges when it comes to finance and Tracey, with her tailored strategies that go beyond numbers, works closely with them to help align their investments with their entrepreneurial ambitions, life goals, and family legacies — whether it’s women who are newly widowed, divorced, or suddenly in charge of managing an inheritance or severance.Currently a Senior Investment Advisor at Harbourfront Wealth Management, Tracey’s approach to investment planning is deeply Canadian — fair, transparent, and sensitive to clients who need an extra layer of attention. She is industry-certified as a Chartered Investment Manager. Tracey is a passionate advocate of empowering women’s financial futures and was recognized as one of the Top 50 Leading Women in Wealth in 2023. She has also been a consecutive Excellence Awardee for the Wealth Professional Advisor of the Year (2021-2024). You can connect with Tracey on her website or LinkedIn.Love the show or want to request a topic? Leave us a message (All submissions are anonymous, so if you'd like a reply, please include your email address!).You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering her book Big Gorgeous Goals and the brand new official companion workbook! What did you think of this conversation? We'd love if you'd rate or review our show!