Frequently Asked Questions

What services do you offer?

Our job is to give you peace of mind by managing your wealth and guiding you through the financial decisions of life. Our team works together to help you with:

  • Financial Coaching
    • Helping you be accountable to your goals
  • Retirement Income Planning
    • Analyzing where your income streams will come from after you retire
    • Answering the question: “ When can you retire?”
  • Investment Management
    • Creating a portfolio that helps you accomplish the goals you’ve set for yourself while still fitting your risk style
  • Tax Awareness
    • Keeping more of your own money before and after retirement
  • Protecting You and Your Family
    • Using Life and Health Insurance as a strategic wealth tool
  • Estate Tax Mitigation and Charitable Giving Strategies
    • Leaving more of your money to the people and organizations you care about and less to the Canada Revenue Agency.

How will you invest my money?

We will make investment recommendations for you during our third meeting together, which takes place about one month after the first meeting. Before we make an investment recommendation, we will examine your cash needs, tax situation, how and when you’ll access your income, and your risk tolerance. The portfolio we build for you might contain Mutual Funds, Exchange Traded Funds, Annuities or Segregated Funds, or a mix of all the above.

How do you get paid?

Our team is paid on a percentage of the assets you invest with us. The percentage ranges from 0.50% to 1.20%. The larger the amount of your portfolio with us, the lower the fee percentage. And...the longer you have been a client with us, the lower your fee percentage. We believe in rewarding our loyal clients. For Life insurance and bespoke financial planning, we are paid on a case-by-case basis.

Is my money safe?

Portfolio Strategies Corporation is the Broker Dealer behind Glory Gray Wealth Solutions. Your accounts are insured up to $1,000,000 through the MFDA Investor Protection Corporation.

I don't live on Vancouver Island. Can we still work together?

Yes! We serve clients both locally and across the country. You don't have to live on Vancouver Island for us to work together.

How can you help me?

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?
...we can help!

I'm really busy. Can we meet virtually?

Absolutely! We utilize the latest in technology to deliver financial planning and investment management services efficiently and securely. Client meetings will primarily be held virtually at your convenience. If you're on Vancouver Island or near Downtown Vancouver, we're happy to meet in person. We even offer Saturday hours.

How do I get started?

You can schedule a complimentary consultation by filling out our contact form.