Sheldon is passionate about what he does. 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, and Professional Financial Planner, and is life insurance licensed. He also has his Portfolio Manager Designation, which allows him to provide discretionary money management for clients. Sheldon is originally a farm boy from Manitoba, but his roots have laid down to stay in Regina.
As a Wealth Advisor, Tyler manages in-depth company research, preparing financial plans for clients and seeing that financial strategies are properly executed. He has been with ScotiaMcLeod and the Gray Team since 2007. Tyler’s background in economics brings value to the team’s objective process of stock selection and sector rotation.
He is the coach to the Saskatchewan Roughriders Drumline, a volunteer drum instructor with the Shriners and is active in his Masonic Lodge. In the summer he enjoys getting out to the golf course and playing softball with friends.
Shelley recently joined the Gray Team with over 12 years of experience in the banking industry. As the administrative Assistant she strives to provide the best client experience possible and with a positive and professional attitude.
Mark’s puts his 28 years of experience in the Financial Services Industry and extensive educational background to practice by individualizing a client’s needs and providing solutions and recommendations to achieve their financial goals and objectives. Using a disciplined and analytical planning process, Mark works with you and your Advisor to develop a highly customized and comprehensive financial plan that explores relevant financial, retirement, tax, Will and Estate strategies.
Mark holds a BA in Economics, the CFP (Certified Financial Planner) and FMA (Financial Management Advisor) designations, and other certifications with the Canadian Institute of Financial Planning and the Canadian Securities Institute.
David has been with Scotia Wealth Management since 2010. He is based out of the Winnipeg office and has several years of insurance industry experience. He holds a Bachelor of Arts Degree from the University of Manitoba and is life licensed.
He has extensive experience in personal and corporate estate planning. David provides specific tax planning solutions using insurance to further clients’ goals for wealth creation and preservation, income creation and replacement, tax minimization, business coverage, succession planning and charitable giving.
Andrea is an experienced advisor on the transfer and protection of wealth and business succession. Prior to joining Scotia Wealth Management Andrea was a senior manager specializing in tax at a multi-national accounting firm where assisted a variety of large and mid-sized family enterprises in Saskatchewan and Alberta. She has guided clients through tax effective structuring, corporate and partnership restructuring, and estate planning issues. She has served clients in many industries, including construction, agricultural, automotive/farm implement dealerships and professional corporations. In her role as Business and Family Wealth Specialist she offers clients a unique opportunity to review their current state of affairs, to clarify their vision of the future, and to develop collaboratively a roadmap for succession and transfer of wealth.
Dean is responsible for managing client credit requirements and overseeing delivery of their day-to-day banking needs. He joined Scotiabank in 2016 and has worked in the financial services industry for 25 years. Prior to joining Scotiabank, Dean spent the last five years working as Account Manager, Health Care with an outside institution where he was recognized nationally for his service standards.
Dean remains active within his community through volunteering for numerous charitable organization committees and canvassing. He also has coached soccer teams as well as teaches children’s golf clinics.