sheldon gray

About

Portfolio Manager, Director, Wealth Management, ScotiaMcLeod at ScotiaMcLeod

Country

canada

City

regina

Industry

financial services

Skill

leadership, alternative investments, financial advisory, public speaking, insurance, retirement planning, financial planning, portfolio management, investments, finance, community involvement, asset allocation, financial services, wealth management, risk management, phoenix real estate, credit, financial analysis, real estate investor, wealth, private banking

Experience

loans officer

alberta agricutural development corp

1985-4 - 1987-9 · 2 yrs 6 mos

Lending to beginning farmers and farmers who had been declined by two financial institutions.

regional manager, agriculture division

cibc

1994-7 - 1997-8 · 3 yrs 2 mos

Responsible for supporting growth in the branch network for agriculural loans and deposits for the province. Liaison with the province. Involved with major agriculture events. Worked with risk management in getting credit deals approved.

assistant manager and account manager

cibc

1991-1 - 1994-7 · 3 yrs 7 mos

Assisted in supervising the branch as well as lending and obtaining deposits for small business and farmers.

credit advisor

farm credit canada / financement agricole canada

1987-9 - 1990-6 · 2 yrs 10 mos

Provided loans to farmers, leased property, and sold property.

assistant elevator manager

cargill

1983-5 - 1985-4 · 2 yrs

portfolio manager, director, wealth management

scotiabank

1997-1 - 2018-5 · 21 yrs 5 mos

Portfolio Manager As a Senior Wealth Advisor, Sheldon works with you to review your financial priorities and to establish a personalized, integrated plan to meet all of your unique needs. He has been with ScotiaMcLeod since 1997 and has worked in the financial industry since 1987. Sheldon holds the Certified Financial Planner, Professional Financial Planner, and is life insurance licensed. He has his Portfolio Management Techniques, and can now provide discretionary management services to his clients. Sheldon is originally a farm boy from Manitoba, but his roots have gone down to stay in Regina. He is currently the Lieutenant Governor of the South Saskatchewan Kiwanis district and is a former board member of Hockey Regina Inc. Sheldon is an avid squash player and enjoys tennis and hockey as well.