Sheldon Gray Email & Phone Number
Senior Wealth Advisor, Portfolio Manager @ West Oak Family Office
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Sheldon Gray Location
- Vancouver, BC, CA
Sheldon Gray Work
- 2021 -now Senior Wealth Advisor, Portfolio Manager @
- 2000 -2021 Investment Advisor @ HollisWealth
- 2000 -2021 Partner and Portfolio Manager at Lions Gate Private Wealth Counsel, affiliated with HollisWealth @ HollisWealth
Sheldon Gray 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 Skills
- Investments
- Retirement Planning
- Equities
- Wealth Management
- Investment Strategies
- Alternative Investments
- Securities
- Investment Advisory
- Estate Planning
- Wealth Management Services
- Risk Management
- Financial Services
- Fixed Income
- Insurance
- Strategic Financial Planning
- Wealth
- Financial Planning
Sheldon Gray Summary
- Sheldon Gray, based in Vancouver, BC, CA, is currently a Senior Wealth Advisor, Portfolio Manager at Wellington-Altus Private Wealth. Sheldon Gray brings 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, Equities, Wealth Management, Investment Strategies and more. Sheldon Gray has 2 emails and 1 mobile phone numbers on RocketReach.
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