Financial planning and Investment Management for Independent Women
Compare Your Options
If you are not sure which approach is right for you, compare the options below.
Your Personal CFO
We will prepare a comprehensive financial plan for you (no investment management or investment advice). We will provide a written estimate based on the scope of work required and provide you with full transparency.
30-min Consultation Call
Comprehensive written financial plan
Goal implementation strategy checklist
Financial planning organizer binder
Cash needs assessment
Tax Reduction Strategies
Risk reduction assessment
Debt management recommendations
Government benefits maximization plan
Annual tax planning strategy meeting
Goal Attainment Tracking
Estate Planning Strategies
1:1 Financial Literacy Education
Professional Resource Network
Tax efficient cash flow projections
Client Education Events
Financial Event Reminders
Retirement income projections for life
Elite Investor
We will prepare a comprehensive financial plan for you AND investment management. We will provide complete transparency of your total costs by outlining them in writing. We will show you what you are currently paying for financial advice vs. what you will be paying when you work with us. We call this our ‘fee audit’ service.
Includes Everything in Personal CFO Package**
PLUS
Best in class investment management
Risk Tolerance Analysis
Time Horizon and Stress Analysis
Portfolio Allocation Recommendations
Quarterly Investment Reports
Portfolio Asset Allocation Rebalancing
Tax Gain/Loss Harvesting
Coordination with your other professional advisors, such as accountants, lawyers and insurance professionals
Due Diligence Conferences with Money Managers conducted on your behalf
Investment Fee Audit
Beneficiary Audit
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, Ontario and Alberta. 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!
