Sheldon Gray's Location
Vancouver, BC, CA
Sheldon Gray's Work
- Senior Wealth Advisor, Portfolio Manager @ West Oak Family Office
- Investment Advisor @ HollisWealth
- Partner and Portfolio Manager at Lions Gate Private Wealth Counsel, affiliated with HollisWealth @ HollisWealth
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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