Sheldon Gray Email

Sheldon Gray Email

Senior Wealth Advisor, Portfolio Manager @ West Oak Family Office

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Sheldon Gray's Location

Vancouver, BC, CA

Sheldon Gray's Work

Sheldon Gray's Education

  • Memorial University of Newfoundland

    BComm

    1990 - 1994
  • Canadian Securities Institute

    (Certified Financial Planner)

    2005
  • Canadian Securities Institute

    (Professional Financial Planning Course)

    2004
  • Insurance Council of BC

    (Life Insurance Agent)

    2003
  • Canadian Securities Institute

    (Canadian Securities Course)

    1997

Sheldon Gray's Skills

  • Investments
  • Retirement Planning
  • Wealth Management
  • Investment Strategies
  • Equities
  • Investment Advisory
  • Alternative Investments
  • Securities
  • Insurance
  • Financial Planning

Sheldon Gray's Summary

Sheldon Gray, based in Vancouver, BC, CA, is currently a Senior Wealth Advisor, Portfolio Manager at Wellington-Altus Private Wealth, bringing experience from previous roles at HollisWealth. Sheldon Gray holds a 1990 - 1994 BComm @ Memorial University of Newfoundland. With a robust skill set that includes Investments, Retirement Planning, Wealth Management, Investment Strategies, Equities and more, Sheldon Gray contributes valuable insights to the industry. Sheldon Gray has 2 emails on RocketReach.
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