Are We the Right Wealth Advising Team for You?
It’s an important question—and we’re here to help you answer it.
Maybe you're like our client, Brenda. She’s a savvy investor who’s reached a point where she’d rather spend her time travelling and enjoying life than managing portfolios and tax strategies. What she values most is knowing that we’re continually watching out for her—coordinating her tax planning, income planning and legacy planning—while managing her investments with steady, commonsense discipline.
Our clients see money the way we do: as a tool to build the life they want, not the finish line itself. They want a relationship with someone who listens first, understands what they’re working toward, and provides a clear process with honest, straightforward guidance.
They also recognize something meaningful: when women have true financial confidence, families and communities thrive for generations.
And that’s exactly what they find at Glory Gray Wealth Solutions—a team committed to helping them feel confident, supported and genuinely understood.
Glory Gray
Owner, Wealth Advisor | BSc Finance, MFA
About Glory Gray, Our Founder
After completing her Bachelor of Science in Finance and Investments, Glory worked as an Analyst with an Investment Bank for five years. Later, she worked as a Wealth Advisor for large investment firms for ten years before establishing Glory Gray Wealth Solutions in 2018.
In recent years, she earned her Master Financial Advisor certification and created the Women’s Wealth Canada Podcast, a financial education podcast specifically designed for Canadian women.
As a dedicated financial advisor for women age 50 or better, she understands the unique challenges and opportunities her clients face as they approach retirement.
Our team built this company to give our customers all the protection and assurance of a large firm without the negatives of dealing with a large institution.
But don’t take our word for it. Read what our customers say.
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, we will examine your cash needs, tax situation, how and when you’ll access your income and risk tolerance.
We believe in building a portfolio that is risk averse, inexpensively managed and globally diversified. -
We offer two service plans: Our “Elite Investor” Investment Advisory plan and our “Planning Only” Option.
For all plans, we will provide complete transparency of your total costs by outlining them in writing.
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 300 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).
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Yes! We serve Canadian clients both locally and virtually. 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 while looking for ways to save on taxes and build your legacy?
Help you be accountable to your personal financial goals?
...we can help!
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Absolutely!
We 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.
We’re happy to meet in person if you're located anywhere on Vancouver Island.
We even offer Saturday hours.
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You can schedule a complimentary consultation by filling out the contact form.
What Our Clients Say
“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 Dealers in Canada, managing $4.5billion.
Portfolio Strategies Corporation is an insured member of the Canadian Investor Protection Fund.
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
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