Glory Gray | Financial Advisor

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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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About About

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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

English

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

British Columbia

Certification/Additional Courses ?
See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/

MFA™

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

Annuity Exchange Traded Fund (ETF) Mutual Fund Segregated Fund

About Glory

Investible Asset Range: Not applicable

Years in Business: 21

Fee-based: Mixed

"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.

Glory Gray Wealth Solutions / Portfolio Strategies Corporation

PO Box 7
Station Main
Nanoose Bay
British Columbia
Canada
V9P 9J9

About Glory

Glory Gray Wealth Solutions / Portfolio Strategies Corporation

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