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Glory Gray | Financial Advisor | Nanoose Bay
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Glory Gray

Financial AdvisorGlory Gray Wealth Solutions / Portfolio Strategies CorporationNanoose Bay, British Columbia

"Your Personal Trainer for Financial Fitness." Glory Gray, BSc Finance, MFA-Philanthropy, specializes in giving clients peace of mind by managing their wealth and guiding them through the financial decisions of life.
We help clients in five areas:
Retirement Income Planning, Investment Management, Tax Awareness, Charitable Giving, and Estate Tax Mitigation.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Retirement Income Planning Tax Planning Legacy & Philanthropic Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French


Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

British Columbia

Certification/Additional Courses ?


Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Exchange Traded Fund (ETF) Mutual Fund Segregated Fund

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