Client testimonials

My husband and I have been clients of Gray Financial Management since we retired 20 years ago. We were conservative investors who wanted to preserve our capital and earn enough to  meet our retirement spending needs.  The Gray Team created a thorough Financial Plan based on our specific needs. Over the past 20 years their Financial Plan and sound investment advice has enabled  us to meet our income needs and enjoy a stress free retirement. In addition to meeting our needs, their team has always been gracious and courteous at all times. We would highly recommend them to anyone seeking  retirement peace of mind. – P.G.

I am sending this email to thank you and your team for providing us with another strong year of returns on our investments. I know you and your team are diligently working to manage our portfolio and increase our financial well-being. It gives us great confidence knowing that our portfolio is being handled by you and the performance is excellent. – J.Brown

Chris Gray and his team at Scotia Wealth Management have been shepherding our investments for just over 5 years now. His counsel is always accurate and considered, and the appreciation of our portfolio has been excellent. I would not hesitate to recommend him and his staff to anyone who wants sound, expert management of their life savings.  – R.Clarke

We have been with you and your most helpful staff for several years now and want you to know how pleased we are with your care and concern with our  finances. I must say we were fortunate to have close friends recommend you to us.  – B. Applebaum

Christopher Gray and his team at Scotia Wealth Management have managed our investments for over 16 years. Chris’ sound advice and strong support team carried us through the last recession and continued to grow our portfolio.  Although I am sure we are not among his biggest clients, Chris makes a point of regularly contacting us, discussing events and options to best protect us and to capitalize on opportunities.

This kind of personal service is greatly appreciated as is the time he and his team take to meet with us in person and annually review our portfolios in detail and discuss our future plans. We highly recommend Christopher Gray and his team at Scotia Wealth Management. –  K. and Z. Jansons

I think of myself as an adventurous, outgoing and bold personality in most business and personal settings.  However, when it comes to my investment portfolio I can’t help but be very risk averse.  My biggest endorsement of Chris and his team is that I sleep very well at night and seldom if ever worry about Chris’s strategies or performance.  Peace of mind is the biggest service that Chris and his team provide me and my family. – SC

Chris and his team have been managing our investments in addition to  providing us with retirement planning and tax-efficient advice for over 15 years. Always great advice, and very professional and friendly service. We have been very pleased with our returns based on their sound investing, retirement planning and execution. Great team, highly recommended.  – J.Drzewinski

Good afternoon Chris.  Thanks for the update and positive results of our portfolio.  We were especially pleased to read your update on your excellent team.  We have always been impressed with Lucy’s professionalism and we’ve come to rely on her help in explaining and guiding us with the various documents and forms for the day to day management of our portfolio.  Myron is also well on the way to becoming a valuable asset to your team.  Of course, no words can really describe how valuable Daly has been to us.  His integrity, guidance, professionalism and expert knowledge of stocks has been the key to the success of our portfolio.  Lastly we want to thank you for taking us under your wing and introducing us to the stock market world all those years ago.  Without your nurturing and guidance I’m sure we would never have gotten this far today.

Take care and keep up the excellent work. – S. and D. Hosam