Meet Our Team
Tracey Lundell, BA, MFA-P™, CIM®
Senior Wealth Advisor
iA Private Wealth
604.358.3123 | Email Tracey | LinkedIn
Tracey Lundell is a Senior Wealth Advisor located in British Columbia, serving clients across Canada. 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 35 years. Tracey’s clients include business owners, non-profit organizations, charitable foundations, 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. 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 professional holding a number of industry certifications including the Chartered Investment Manager designation. Tracey most recently achieved a certificate of distinction for the Master Financial Advisor – Philanthropy 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, Canadian Association of Gift Planners – Lower Mainland Executive (Co-Chair), Burnaby Seniors Resources Society (Secretary), Semiahmoo Seniors Network, Age SENSE South Fraser (Chair), Ripple of Change Society (Director), and Mentor with the Forum of Women Entrepreneurs.
Kristina Thomas, CFP®, RRC®
Senior Wealth Advisor
iA Private Wealth
778.241.5553 | Email Kristina | LinkedIn
Having lived in the Lower Mainland all her life Kristina is excited to care for her clients in partnership with iA Private Wealth. With over 20 years of experience in the financial industry, Kristina is constantly working to keep her industry knowledge in depth and up to date. Kristina holds the Registered Retirement Consultant and CERTIFIED FINANCIAL PLANNER® designations. Clients value Kristina’s passion for financial planning as she helps them achieve their financial goals through her investing expertise and planning advice.
In Kristina’s spare time she enjoys cooking, entertaining, travelling, hiking, biking and everything to do with the ocean.
Marco Goco, Dip.T, B.Mgmt, PFP®, CIM®
Portfolio Manager
iA Private Wealth
604.644.6340 | Email Marco | LinkedIn
Marco is a licensed Portfolio Manager and holds the Chartered Investment Manager (CIM®) designation, recognized by Canadian securities regulators as the industry standard for discretionary portfolio management. He manages discretionary portfolios for foundations, family offices, retirees, and business owners, combining public market investments with private alternative opportunities, including real estate, infrastructure, private equity, and liquid alternatives. His investment approach is rooted in pension-style portfolio construction and informed by practical experience in infrastructure investing and Asia-Pacific capital markets.
He also holds the Personal Financial Planner (PFP®) designation, an ISO 17024-accredited credential widely recognized by Canada’s leading financial institutions. Clients look to Marco for integrated wealth planning that balances investment management with tax efficiency, retirement readiness, and multi-generational wealth preservation. For business owners, this often includes collaborating with accountants and legal professionals on buy-sell agreements, corporate retirement plans, succession strategies, and corporate structure planning.
Marco’s education includes studies through the Canadian Securities Institute, Athabasca University, the British Columbia Institute of Technology (BCIT), and Harvard Business School. In 2015, he relocated to Asia to participate in transactions involving utility-scale renewable energy and infrastructure assets across the Asia-Pacific region. The combination of formal education, international capital markets experience, and real-world transaction exposure provide a broad perspective that helps clients navigate complex financial and business decisions with confidence.
Bryson is a knowledgeable, experienced, and detail-oriented financial planning professional. He has a great passion for helping clients build wealth and preserve their families with the appropriate risk management strategies.
He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and graduated from UBC with a Bachelor of Science. With over 18 years of experience in the wealth management industry, Bryson provides comprehensive financial advice customized to his clients’ needs. He enjoys building great long-term relationships with his clients. Bryson is an integral member of the team at Sea Glass Wealth Advisory Group, providing experience in risk mitigation with comprehensive planning.
He has a strong focus in philanthropy and being a part of the community. For 5 years Bryson was a volunteer director of a non-profit charity which helps families dealing with childhood cancer.
In his spare time, he enjoys spending time with his young family. He also loves traveling and outdoor activities like scuba diving, sailing, motorcycling, winter sports, and water sports.