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Glory Gray
Glory Gray

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

"Your Personal Trainer for Financial Fitness." Glory Gray, BSc Finance, 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

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

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: 20

Fee-based: Mixed

"Your Personal Trainer for Financial Fitness." Glory Gray, BSc Finance, 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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Glory Gray Wealth Solutions / Portfolio Strategies Corporation

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

250-714-8564

glory@glorygray.com

http://www.glorygray.com

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