Partner and Portfolio Manager at Lions Gate Private Wealth Counsel, affiliated with HollisWealth @ HollisWealth
Sheldon Gray's Education
Memorial University, Newfoundland and Labrador
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, Newfoundland and Labrador. 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 1 email on RocketReach.