SPEND YOUR TIME ON YOUR NEXT ADVENTURE, NOT BOGGED DOWN IN RESEARCH. ELITE INVESTOR
Are you looking for a full-service financial partner?
Do you want retirement income planning and tax planning PLUS a professional managing your investment portfolio so you don’t have to?
Would you like access to a financial advisor whenever you need guidance and answers to questions both straight forward and more complex?
You need our Elite Investor Plan.
Can You Relate?
Nobody’s got that much time
Tailored Financial Advice and Investment Management
You’ve got a busy life. You don’t want to spend your time in front of a screen, trying to make a decision on whether to buy investment ‘x’ or investment ‘y.’
You’ve spent a lifetime building a portfolio that is now providing you with a comfortable income.
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’d prefer to entrust your investment research and recommendations to professionals who will act in your best interest.
You’re ready to move up to our Elite Investor Plan.
What if you felt like this instead?
Confident with your financial plan for the future
Positive about your income stream and income opportunities
Comfortable with your risk/return investment profile
At ease with your Wealth Advisor who knows you and your personal circumstances well
Certain that coordination with your other professional advisors, including accountants, attorneys, and bankers is well-handled
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
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?
How should you invest your retirement portfolio in a way that suits you?
What’s the most tax efficient way you can withdraw income in retirement?
These aren’t easy questions to answer and every person’s situation is unique. You need the help of a competent financial advisor.
The problem is, not all financial advisors seem to be listening. They talk down to you rather than with you.
It’s your money and your future. You deserve a wealth advisor who acts in your best interests, always.
You deserve the Elite Investor Plan.
The Details
Types of Problems We Solve
Average Investment
Advisory Retainer Fees are billed monthly from the accounts we manage through our broker/dealer, Portfolio Strategies Corporation. They range from 0.75% to 1.30% percent per annum on the balance of each account.
Loyalty pricing applies. The longer you have been a client, the less you pay.
Requires a minimum of $200,000 total of all accounts in the household we will be managing for you.
See Investment Advisory Retainer Fee Matrix for details.
This is Not For You If …
You’d prefer to manage your own investment portfolio, OR
You don’t have a minimum of $200,000 total of all accounts in the household for us to manage for you. (For example, your investments are all in real estate, or you have not had the time to grow your portfolio to more than $200,000.)
(In that case, try our Your Personal CFO Plan)
Or, you have just one financial question that is not expected to require more than 10 hours of financial planning analysis.
(Try our Planner on Demand Plan)
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 will make the investment recommendations that are in line with your personal plan and keep you informed every step of the way.
I may also suggest ways you can save on taxes or can get to your goals sooner.
I’ll guide you with resources and a timeline. I’ll be your accountability partner.
You’ll have full access to our interactive financial planning client platform, which allows you to play with “what if” scenarios on your own time, upload and store documents securely and schedule appointments with me when you need additional advice.
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 Elite Investor 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.
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.
A True Partnership
After many years of working with financial advisors I have had a range of experiences, many of them totally unsatisfactory.
These have ranged from feeling bewildered and sometimes patronized by the language employed to ‘advice’ that was costly, time-consuming, and stressful.
Not so with Glory Gray.
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. All of this has been supported by ongoing reviews.
The result is a true partnership.
Glory has always been readily available to respond to queries and most important of all, in a volatile global economy, the outcomes have continued to meet and exceed all expectations.
Jill D., Nanoose Bay, BC
Not Quite The Right Thing?
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 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 in Philanthropy 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!
