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FINANCIAL ADVICE. NOT MANAGEMENT.

YOUR PERSONAL CFO

Do you enjoy managing your own investment portfolio but know you need professional help to make the most of your money?

Are you comfortable using terms like “ETFs” and “Liquid Alternative Mutual Funds” every day?

We built “Your Personal CFO” with you in mind.

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Can You Relate?

You’ve got an Entrepreneurial Spirit

Tailored Financial Advice for Self-Directed Investors

Maybe you’re an experienced stock investor who enjoys managing your portfolio.

Or maybe you have a real estate portfolio that has created a nice income stream for you.

The problem is, you need someone to help you see the big financial picture.

But, most financial advisors won’t help you without managing your investment portfolio.

You need tax planning advice and estate planning advice. You need help with retirement income planning.

You need a financial partner available whenever you need them, to bounce ideas off of when they spark in you.

You need Your Personal CFO.

What if you felt like this instead?

Confident with your financial plan for the future
Assured that you will have the care and assistance you may need and definitely deserve
Secure in the knowledge that you have a dynamic plan that is renewed regularly to keep you on track (and accountable) to meet your financial goals
Clear on exactly what you can afford to spend and what you can give to others

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How much money do you need to be financially independent? When’s the best time for you to take CPP? What about OAS? Should you keep your pension with your previous employer or manage it yourself?

These aren’t easy to answer and every person’s situation is unique. You need the help of a competent financial advisor.

The problem is, most financial advisors can’t help you unless you have hundreds of thousands of dollars to invest with them.

What if you could manage your own investment or real estate portfolio yet still get the financial help you need?

You can….with the “Your Personal CFO Plan!”

The Details

Types of Problems We Solve

Investment

We will prepare a comprehensive financial plan for you (no investment management or investment advice).

We will provide a written estimate based on the scope of work required and provide you with full transparency.

This is Not For You If …

You don’t have the time or inclination to manage your investment portfolio. You’d prefer to entrust it to professionals who will act in your best interest.

Try Our Elite Investor Plan!

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How it Works

01 Tell Me Your Dreams

What is the one thing that drives you? What are your goals and dreams for retirement and what do you hope to achieve in the next phase of your financial journey?

In our initial meetings, we will dig deep and reveal what is most important to you. This forms the foundation of your custom-designed personal financial plan.

02 What is Your Starting Point?

We all want to be financially successful, but without knowing how much you have coming in each month and where your money is going - success is hard.

That’s why this step helps you identify what sources of cash flow are working for you today and what other sources can be created.

03 Which Way from Here

Now that we have a clearer picture of where you want to go and what resources you have to get there, we will build a plan that explores all of the possibilities in front of you.

04 Implement

All the pieces are in place and you are ready to start implementing your financial plan.

I’ll guide you with resources and a timeline. I’ll be your accountability partner.

05 Evolve

Your goals and dreams are sure to evolve and so should your financial plan. We’ll decide together how often we’ll meet throughout the year in person, by phone or by videoconference to keep your plan moving in the right direction.

Have a life decision to make that has a dollar sign attached to it? With the Your Personal CFO Plan, I’m available on demand whenever you need me! You can easily make a phone or videoconference appointment on your client platform, where you’ll have access to my calendar.

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Ready to Take Control of Your Financial Future?

Our goal is to be your financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by answering a few questions to help us get to know you better and determine if our expertise is a match for your financial planning needs.

Please click the button below to get started, and we’ll be in touch as soon as possible to schedule an introductory meeting.

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Testimonials

A MASTER AT DECIPHERING FINANCIAL JARGON

What Do Our Clients Say?

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About Glory Gray

Owner, Wealth Advisor | BSc Finance, MFA

After completing my Bachelor of Science in Finance and Investments, I worked as an Analyst with an 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.

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.

As a dedicated financial advisor for women over 50, I understand the unique challenges and opportunities you face as you approach retirement.

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!

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Looking for More Resources?

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