Am I the Right Wealth Advisor for You?
I'm glad you asked.
Maybe you're like my client, Brenda. Brenda is a sophisticated investor but is too busy travelling and enjoying life to manage her investments anymore. Other advisors talked down to her and didn't take the time to understand her.
Or maybe you're like Jenny, another client. Jenny had just finalized her divorce and came to me because her husband had previously managed their investments. Even though she owned a successful business, she felt very uncomfortable being responsible for the hefty sum she had received in the divorce settlement.
I explained that managing her finances was similar to managing her own business. All she needed was confidence and a better understanding of how to grow her money through intelligent investing.
The common thread these clients have is that they want someone who can guide them through life's financial decisions and help them be accountable for their financial goals.
They want someone who takes the time to understand their dreams and provide honest, direct feedback on how to get there.
And they want the comfort of knowing that, if we manage their investments, their money is protected and insured just as it is at any investment firm.
That's what they found at Glory Gray Wealth Solutions.
I want that for you!
Glory Gray
Owner, Wealth Advisor | BSc Finance, MFA
What Qualifications Do I Have?
After completing my Bachelor of Science in Finance and Investments, I worked as an Analyst with a U.S. Investment Bank for five years. Later, I worked as a Wealth Advisor for large investment firms for ten years before establishing Glory Gray Wealth Solutions.
I maintain my securities licenses in British Columbia and Alberta and am also licensed to offer Life Insurance products in BC. In recent years, I earned my Master Financial Advisor certification and created the Women’s Wealth Canada Podcast, a financial education podcast specifically designed for Canadian women.
I built this company to give my customers all the protection and assurance of a large firm without the negatives of dealing with a large institution.
But don’t take my word for it. Read what my customers say.
Ready to get started? Let’s do this!
Why Choose the Personalized Service of a Smaller Firm?
We offer the best of both worlds - the advantages of a large firm and the customer care experience of a small firm.
Glory Gray Wealth Solution is proudly affiliated with Portfolio Strategies Corporation. With offices in Calgary and Toronto, Portfolio Strategies Corporation is an investment dealer of 300 ethical independent financial advisors with $4 billion in assets under care.
| Large Investment Firm | Glory Gray Wealth Solutions | |
|---|---|---|
| Our Unique Differences | ||
| Fees | Fees can be confusing and difficult to find | ✅ Transparent fees |
| Access | It can be hard to reach a real person | ✅ Directly contact your advisor by phone, text or email |
| Compensation | Compensation can be tied to investment transactions | ✅ We are paid either a retainer fee or by the hour for providing you with a professional service |
| Small Clientele | Hundreds of clients to serve; You feel like just another number | ✅ We serve under 100 households, so each client receives the care they deserve |
| Location | You must travel to their office | ✅ Appointments are available at the location of your choice: Virtually, at our office, or in your own home |
| Personalized Plan | Service doesn’t include an in-depth, personalized financial plan | ✅ Every client receives a personalized financial plan unless they would prefer not to have one |
| Investment Variety | They can be limited in their investment offerings, especially if they are a bank | ✅ We research the best investment offerings for our clients, perform ongoing due diligence and replace any choices that aren’t serving our clients well |
| The Same Advantages | ||
| ✅ Licensing | Advisors are licensed and registered | |
| ✅ Regulation | Regulated by the Canadian Investment Regulatory Organization | |
| ✅ Oversight | Other staff members oversee trades, reducing the chance of mistakes | |
| ✅ Succession | Other advisors can step in if your current advisor retires or is ill | |
| ✅ Protection | Client Deposits are protected by the Canadian Investor Protection Fund | |
FAQs
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Financial planning is at the heart of everything we do.
Our team can help you with retirement income planning, investment management, and strategies to reduce taxes for yourself and your estate.
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Before making any investment recommendations, I will examine your cash needs, tax situation, how and when you’ll access your income and risk tolerance.
The portfolio I build for you might contain Mutual Funds, Exchange Traded Funds, Annuities or Segregated Funds, or a mix of all the above.
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We offer three service plans: Planner on Demand, Your Personal CFO, and Elite Investor.
Depending on your chosen service, we are compensated by the hour, via a monthly subscription, or through a percentage of your portfolio.
You can see the complete details here.
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Yes. Portfolio Strategies Corporation is the Broker Dealer behind Glory Gray Wealth Solutions.
We are one of 275 independent financial advisory firms serving 30,000 Canadians and managing assets in excess of $4 Billion.
Your accounts are insured for up to $1,000,000 per account through the Canadian Investor Protection Fund (CIPF), just like many large firms.
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Yes! I serve clients both locally and across the country. You don't have to live on Vancouver Island for us to work together.
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Do you want a professional wealth partner who can:
Guide you through life's financial decisions?
Manage your wealth wisely but also teach you to be a savvy investor?
Help you be accountable to your personal financial goals?
...I can help!
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Absolutely!
I utilize the latest technology to deliver financial planning and investment management services efficiently and securely. Client meetings will primarily be held virtually at your convenience.
I'm happy to meet in person if you're located anywhere on Vancouver Island.
I even offer Saturday hours.
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You can schedule a complimentary consultation by filling out the contact form.
“From the outset, our professional relationship has been based on a relationship with someone who has continued to take a personal interest in my current needs, long-term aspirations, and personal values.”
Jill D.
“You took the time to understand our values and goals, to help us find the right life insurance product for our family. We appreciated your knowledge and advice but most of all how excited you were for us and our future.”
Sandra & Alex J.
“Glory is a master of deciphering financial industry jargon and putting it into a language (and diagrams) that make sense for me and my goals.
Bonnie C.
Who Else is on Your Team?
Registered Investment Dealer
With offices in Calgary and Toronto, Portfolio Strategies Corporation is the Registered Dealer behind Glory Glory Gray Wealth Solutions. It is one of the largest Independent Mutual Fund, ETF and Exempt Market Dealers in Canada and provides exceptional access to a wide array of products, services, and customized investment solutions to help you achieve financial success.
Portfolio Strategies Corporation is an insured member of the Canadian Investor Protection Fund.
Associated General Agency
Established in 1991, LifePlan partners with a select group of independent Financial Advisors throughout BC and Alberta.
Through this partnership, Glory Gray Wealth Solutions is able to provide access to dozens of insurance companies, such as Canada Life, Manulife and Sun Life Financial.
This is what Glory Gray Wealth Solutions stands for.
This is what we stand for. What drives us. And what makes up the core of how we do what we do. ('We', of course, is everyone on my team but more than that, it’s the advisors, the partners, the suppliers and the vendors we choose to work with. Everyone in our community holds these same values too.)
Wealth Management as Easy as Possible.
Wealth management shouldn’t be hard or intimidating or stressful. You should feel informed and confident about how we (and you) are handling your money.
We want you to be a savvy investor and we will take the time to teach you how!
Money is a Tool, Not a Means to an End.
We believe your goal is to live your best life, not to build piles of money simply for the sake of it. You have a purpose behind every dollar you save.
Your Interests Come First. Always.
We are an independent wealth advisory firm. We’re not pushing our own products. We search for the best investments that suit your particular goals. And, our compensation is tied to your success, not the number of transactions we conduct.
We Don’t Take Unnecessary Risks.
We don’t seek to earn the highest possible return without regard to risk. We believe in earning a good return on quality investments, not the latest fad. And, we’ll show you how your good habits will create more wealth than any one investment can.
47% of women say they aren't comfortable sitting down with a financial planner by themselves. ⁿ
Let’s change that!
ⁿ Money Fit Women Study, by Fidelity Investments, 2015
86% of women agree having their finances managed by professionals makes life less stressful. ⁿ
I want that for you.
ⁿ Women and Investing Study, by Fidelity Investments, 2021
Working with a wealth advisor can create up to 2.73x more wealth. ⁿ
Are you benefiting?
ⁿ The Gamma Factor and the Value of Financial Advice, by Claude Montmarquette and Nathalie Viennot-Briot, CIRANO, 2016
