Sea Glass Wealth Advisory Group is a wealth advisory practice based in Vancouver, British Columbia, focused on helping clients build financial plans around the lives they want to lead. Its approach begins with understanding each client’s priorities, goals, and circumstances, then providing personalized guidance to support their financial journey. The group’s aim is to help people feel more confident navigating change and making choices about how they work, live, and spend their time.

Services include wealth planning, investment management, and tax planning coordination with tax, legal, and estate professionals. The team also offers guidance on intergenerational wealth transfer, drawing on experience with business owners and complex families, as well as philanthropy, including social-impact and planned-giving support. Sea Glass describes its service as a financial-concierge approach, with attention to each client’s individual needs and long-term objectives.

The Vancouver practice operates in association with iA Private Wealth Inc. and invites prospective clients to contact the team or book a meeting to discuss their financial goals.