Glory Gray Wealth Solutions partners with top investment, insurance, tax planning and estate planning professionals to provide the excellent advice and service our clients expect.
WORKING TOGETHER FOR YOU
MEET OUR TEAM
Owner, Wealth Advisor
Glory Gray Wealth Solutions
As "Your Personal Trainer for Financial Fitness,™" Glory is your key wealth partner. She helps hold you accountable for the goals you've set for yourself. She analyzes your needs and finds the best investments, insurance, tax and estate solutions to get the job done. The result for you? Peace of mind and the freedom to live your life your way!
Manager, Risk Business
LifePlan Financial Group
Brandi unravels the tangled web of insurance underwriting to create a smooth pathway to success for insurance clients of Glory Gray Wealth Solutions and all LifePlan Financial Group advisor partners.
In her spare time, this adventure seeker can be found atop a mountain or exploring in her kayak when she's not making memories with family and friends.
Branch Manager, Victoria BC
Portfolio Strategies Corporation
Thea oversees account administration, regulatory compliance and trades for Glory Gray Wealth Solutions and all advisor partners within Portfolio Strategies Corporation's Victoria Branch.
Away from the office, Thea takes a break by continuing her lifelong love of riding and showing horses.
Did you know...?
Through our Broker Dealer, Portfolio Strategies Corporation, Glory Gray Wealth Solutions works with the finest financial companies in Canada, such as RBC Global Asset Management, Inc., Mackenzie Investments and Fidelity Investments Canada, ULC. We also offer our clients quality Exchange Traded Funds.
In addition to providing top fund managers, these esteemed institutions give us access to astute economists, estate and tax professionals, allowing us to provide valuable insights and guidance to our clients.
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 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.
Associated General Agency
On our insurance products side, Glory Gray Wealth Solutions is proudly affiliated with LifePlan Financial Group, located in Victoria, BC.
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.