Conference Room

WHAT OUR CLIENTS SAY

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A CONFIDENCE-BOOSTING COACH

Glory, you are an effective, expert, and confidence-boosting financial planning educator and coach! I truly appreciate the calm, thorough, and tailored approach you have taken to guide my faltering steps since my spouse passed away three years ago as I was poised to retire. Taking the financial reins in my inexperienced hands has been a positive, engaging, and happy learning experience with you as my mentor. I cannot recommend your personal service highly enough!

--Dr. B. J. L.

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EXCEEDED ALL EXPECTATIONS

Managing the markets has never been my strength! 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 patronised 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.

-- J.D.

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EXCITED FOR OUR FUTURE

We wanted to extend a big thank you, Glory, for being such a big part of our future planning. You made us feel very comfortable and were able to guide us throughout the whole process, seamlessly. 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. Thanks again!!

--S. & A. J.

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INVESTED EXACTLY ACCORDING

TO MY WISHES

Over the years, Glory has helped me in various ways to “get my financial house in order.”  That has included consolidating little deposits I had in various institutions into a meaningful investment and facilitating my finally meeting with a lawyer to write my will.  Glory has invested my retirement savings exactly according to my wishes because she understands my goals, provides me with information and options in order to make my decisions, and offers recommendations when I ask for them.  Her approach suits me well.  It is easy to book an appointment with her, and I can finalize transactions or any changes to my account via e-mail with her.  I highly recommend Glory to any woman seeking to expand her personal financial knowledge and to invest wisely.

~ E. H.

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A MASTER AT DECIPHERING
FINANCIAL JARGON

I have every confidence in Glory as my financial advisor because of her integrity, knowledge, and educational approach. Glory is a master of deciphering financial industry jargon and putting it into language (and diagrams) that make sense for me and my goals. I trust her recommendations and appreciate how she understands and interprets the markets so I don’t have to.

--B.C.

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ALWAYS AVAILABLE TO HELP

On our arrival to Vancouver Island our investment company transferred our file to a local agent in the same company.  The turnover of staff at the company was significant and as such we never had consistent people working on our investment portfolio and found we had to do the follow up. 

 

Then we met Glory and we moved our investments. The level of care and commitment was an appreciable change.  Glory was always available to help with our investments, business opportunities, RESPs, and was a wonderful sounding board for possible upcoming adventures or prospects.

 

We are grateful for Glory’s guidance, the thoughtful way she educates and suggests a nuance here and there to our portfolio is welcome. Any paperwork needed is tended to concisely and quickly. We recommend Glory whole heartedly! ~ K. and D. G.

Smiling Young Man

SO GLAD I WENT WITH GLORY!

When Glory and I first met, she was in the midst of taking a bold and courageous career move. She was leaving behind an established and well known financial group to take the bull by the horns and go off on her own. She had explained her intentions and offered  me the choice whether or not to join her. So pleased that I did!

I was at a point in my life where I needed some financial direction and Glory, in her calm, wise nature has made me feel very comfortable and excited about my financial future!

Not only has my portfolio grown considerably, I have great confidence that it will continue to do so.

Glory has been nothing short of a pleasure to work with. And, I truly believe we will have a long-standing relationship.

If someone were to ask me, 'What has been one of the smartest moves you have made in the last few years?' My answer would be, ' putting my trust into building a healthy financial relationship with Glory Gray.'

--J.L.

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PODCAST IS A HOLE IN ONE!

Review of "The Women's Wealth Canada Podcast:"

This is a hole in one!

Just hearing Glory’s voice brings calm and focus to a subject a lot of us have been taught to avoid--finances. My golf instructor once told me that teaching men and women golf was like night and day. Of course there are anatomical differences to adjust for, but the way men and women take in and process information is often very different. It’s not better or worse, just different. Glory speaks our language, understands our strengths, and relates to our challenges. I look at this as just another game where I need to develop a firm grip, mental focus and good follow through.

--Dr. R.B.

Accountant

USES THE BEST TOOLS TO SERVE CLIENTS

Glory was one of the early adopters of our portfolio analysis technology platform. 

She understands the need for the best tools that can help build her business and serve her clients well.

--James Rockwood, CEO

   Capintel.com