Collectively, our team has the deep and broad experience critical to offering objective strategic advice. Our main focus is to help you plan for the future and put your assets to work for you. Building and managing a portfolio requires a range of activities including research into local and international markets, asset allocation, and making the right choices from of a broad array of options.
We have seen the best of times and the worst of times in the financial markets and have successfully employed a rigorous, disciplined investment process through a wide range of market conditions since 1998.
Building a long-term relationship and partnership with you we analyze all aspects of your financial situation, helping you reach all of your personal financial goals.
Rob has been with ScotiaMcLeod since 1998 and Scotia Wealth Management since 2001. Rob Specializes in providing trusted advice and specialized client solutions for individuals, families, corporations and instituions.
Rob is an Honors Graduate of Business Administration (HBA) from the Richard Ivey School of Business at the University of Western Ontario. In addition Rob holds the Certified Investments Management Analyst (CIMA) designation granted by the Investment Management Consultants Association.
With over 17 years of investment experience he brings a unique background to the group. Ken has his CIM designation, is options, futures, and insurance licensed as well he is an Associate Portfolio Manager. All of these designations add to his experience and knowledge with assisting in planning your investment goals to create the ideal balance to meet your specific risk management needs.
Through comprehensive financial planning, Ken works to define and achieve the financial objectives that are unique to each investor. Working with our team of experts, he takes a thorough approach to your overall needs, including your retirement, tax, and estate goals, to ensure that all areas of your financial life are taken into consideration
Kurtis has been in the financial industry for over 12 years, with the last 8 years primarily focused on discretionary asset management. He has a Bachelor of Commerce from the University of Saskatchewan, and received the Chartered Financial Analyst designation in December 2010.
As a Portfolio Manager, Kurtis works with clients to develop their personalized Investment Policy Statement, taking into account a client’s personal risk tolerance and their financial goals. Using these customized guidelines, he will carry out the on-going management and monitoring of the investment portfolio.
Maddy is responsible for providing integrated insurance strategies that complement each client’s situation to meet their specific goals. Maddy joined the industry in 1999 working with another bank owned firm. She joined ScotiaMcLeod in 2002. Maddy is life licensed in Alberta, Ontario, and BC. She is currently a candidate for the Certified Financial Planner Designation.
Judi has extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals. She draws on the breadth of expertise that she has developed over her 14 years in the financial sector.
Judi is a graduate of the Bachelor of Commerce program (with distinction) and holds the holds the Certified Financial Planner designation. She is a member of the Canadian Institute of Financial Planners and an active volunteer in her community.
Jeri has over 20 years of experience in the financial industry. Over the course of her career, she has held various positions, including Branch Administrator and Divisional Branch Service Supervisor. Jeri has her securities license and is in the process of completing the Wealth Management Essentials course.
Highly qualified, Jeri is best suited to assist clients in the execution of their portfolio strategies and financial goals.
Jeri and her husband love to take their dogs out for walks and hikes, downhill mountain biking, trying out new recipes, and getting together with family and friends.
With the company since 2010, Chris is committed to the team approach to investing embraced by Rob Gray Asset Management. Studying for his Canadian Investment Manager (CIM) designation, Chris is a strong believer in holistic wealth building, an approach that goes beyond portfolio management and includes financial planning, insurance strategies, will and estate planning and more.
Chris is an avid runner, skier and musician. He plays the bass guitar and banjo.
Maegan brings a wealth of knowledge to the team with over 4 years of industry experience. Her familiarity allows her to provide high-end client service in a seamless and efficient manner.
Maegan graduated from McMaster University in 2006, with a BSc. Maegan provides documentation support to the team, along with account administration.
Born and raised in Ontario, Maegan recently moved to Calgary and is now getting to know the city. While in Ontario she enjoyed taking advantage of the hiking trails, but now looks forward to what Calgary has to offer.
Vanessa started on the banking side in 2008, and started in the investment industry in 2010. Since then she has carried many roles, and has found herself in a position where she is able to help her team develop and move swiftly through day to day tasks. She handles administrative tasks, event planning, marketing, and because of her years of experience, she is able to go beyond her role.
Born and raised in Calgary, Vanessa is very familiar with the city that she loves so much. In her spare time Vanessa will be with her husband, daughter, and two pomeranians. She and her family are part of Urban Grace Church, which is a large part of their life and community. She also enjoys ballet, sailing, and making videos with her videography company.