Are we the right wealth advising firm for you?
We’re glad you asked.
Maybe you’re like our clients, Janet and Paul. They are sophisticated investors but are too busy travelling and enjoying life to manage their investments anymore. They rely on the continual estate planning and tax advice we provide them as well as the comfort of knowing we will manage their investments in a common-sense, conservative way.
The common thread our clients have is that they came to Nanoose Bay because they appreciate the quality of life we have here. They’d rather be outside enjoying it than inside chained to a computer, trying to decide between investment x or investment y.
They want someone who takes the time to understand the dreams they have for themselves and their families and who can help them make the most of their money.
And they want the comfort of knowing that when we manage their investments, their money is protected and insured just as it is at any investment firm.
That's what they found at Nanoose Bay Wealth Management.
About Glory Gray
Owner, Wealth Advisor | BSc Finance, MFA
After completing her Bachelor of Science in Finance and Investments, Glory worked as an Analyst with an Investment Bank for five years. Later, she worked as a Wealth Advisor for large investment firms for ten years before establishing Glory Gray Wealth Solutions in 2018 and adding the Nanoose Bay Wealth Management division in 2024.
She maintains her securities licenses in British Columbia, Alberta and Ontario. In recent years, she earned her Master Financial Advisor certification in Philanthropy and created the Women’s Wealth Canada Podcast, a financial education podcast specifically designed for Canadian women.
Our team built this company to give our customers all the protection and assurance of a large firm without the negatives of dealing with a large institution.
But don’t take our word for it. Read what our customers say.
Ready to get started? Let’s do this!
Glory Gray Has Been Featured In:
Why Choose the Personalized Service of a Local Firm?
We offer the best of both worlds - the advantages of a large firm and the customer care experience of a small firm.
Nanoose Bay Wealth Management is a division of Glory Gray Wealth Solutions and proudly affiliated with Portfolio Strategies Corporation. With offices in Calgary and Toronto, Portfolio Strategies Corporation is an investment dealer of 300 ethical independent financial advisors with $4 billion in assets under care.
| Bank or Large Investment Firm | Nanoose Bay Wealth Management | |
|---|---|---|
| Our Unique Differences | ||
| Fees | Fees can be confusing and difficult to find | ✅ Transparent fees |
| Access | It can be hard to reach a real person | ✅ Directly contact your advisor by phone, text or email |
| Compensation | Compensation can be tied to investment transactions | ✅ We are paid a retainer fee, sometimes tax deductible, for providing you with a professional service |
| Small Clientele | Hundreds of clients to serve; You feel like just another number | ✅ We serve under 100 households, so each client receives the care they deserve |
| Location | You must travel to their office | ✅ Appointments are available at the location of your choice: Virtually, at our office, or in your own home |
| Personalized Plan | Service doesn’t include an in-depth, personalized financial plan | ✅ Every client receives a personalized financial plan unless they would prefer not to have one |
| Investment Variety | They can be limited in their investment offerings, especially if they are a bank | ✅ We research the best investment offerings for our clients, perform ongoing due diligence and replace any choices that aren’t serving our clients well |
| The Same Advantages | ||
| ✅ Licensing | Advisors are licensed and registered | |
| ✅ Regulation | Regulated by the Canadian Investment Regulatory Organization | |
| ✅ Oversight | Other staff members oversee trades, reducing the chance of mistakes | |
| ✅ Succession | Other advisors can step in if your current advisor retires or is ill | |
| ✅ Protection | Client Deposits are protected by the Canadian Investor Protection Fund | |
FAQs
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Financial planning is at the heart of everything we do.
Our team can help you with retirement income planning, investment management, and strategies to reduce taxes for yourself and your estate.
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Before making any investment recommendations, we will examine your cash needs, tax situation, how and when you’ll access your income and your risk tolerance.
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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.
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Yes. Portfolio Strategies Corporation is the Broker Dealer behind Nanoose Bay Wealth Management and Glory Gray Wealth Solutions.
We are one of 300 independent financial advisory firms serving 30,000 Canadians and managing assets in excess of $4 Billion.
Your accounts are insured for up to $1,000,000 per account through the Canadian Investor Protection Fund (CIPF), just like other Canadian Investment firms.
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Yes! We serve clients both in-person and virtually.
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Do you want a professional wealth partner who can:
Provide you with comprehensive financial planning, including tax effective income planning and estate planning?
Manage your wealth wisely and securely?
Help you be accountable to your personal financial goals and legacy plans?
...we can help!
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Absolutely!
We utilize the latest technology to deliver financial planning and investment management services efficiently and securely. Client meetings will primarily be held virtually at your convenience.
We’re happy to meet in person if you're located in the central island area.
We even offer Saturday hours.
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You can schedule a complimentary consultation by filling out the contact form.
“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.”
Jill D.
“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.”
Sandra & Alex J.
“Glory is a master of deciphering financial industry jargon and putting it into a language (and diagrams) that make sense for me and my goals.
Bonnie C.
Who Else is on Your Team?
Registered Investment Dealer
With offices in Calgary and Toronto, Portfolio Strategies Corporation is the Registered Dealer behind Glory Glory Gray Wealth Solutions. It is one of the largest Independent Dealers in Canada, managing $4.5billion.
Portfolio Strategies Corporation is an insured member of the Canadian Investor Protection Fund.
Associated General Agency
Established in 1991, LifePlan partners with a select group of independent Financial Advisors throughout BC and Alberta.
Through this partnership, Nanoose Bay Wealth Management and Glory Gray Wealth Solutions is able to provide access to dozens of insurance companies, such as Canada Life, Manulife and Sun Life Financial.
This is what Nanoose Bay Wealth Management stands for.
Wealth Management as Easy as Possible.
We don’t take unnecessary risks. We believe in earning a good return on quality investments, not the latest fad. You’ve worked hard for your money. Now is the time for you to enjoy it.
Values Based Planning.
Money is a tool that allows you to lead the life you dream about - not a prize to be collected.
We take the time to listen to your unique needs and understand what is important to you. We will design a plan that will achieve your life goals.
Your Interests Come First. Always.
We are an independent wealth advisory firm. We’re not pushing our own products. We work with fiduciary portfolio managers. We search for the best investments that suit your particular goals. And, our compensation is tied to your success, not the number of transactions we conduct.
Comprehensive and Transparent.
We want to help you understand the benefits of comprehensive financial advice and total costs. You should know exactly what you are paying your wealth advisor and be confident you are getting the value you deserve. Our relationship is built on trust.
