Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Born in Toronto, with deep roots and huge families in Nova Scotia and Jamaica, Tesha Gray calls Upper Hammonds Plains, NS her home which shares with her husband, three children, and their dog CoCo. Tesha’s passion for building relationships, paired with a fascination for world markets, has provided her the foundation to collaborate with advisors and ultimately help their clients achieve their financial goals.
By staying ahead of the curve on tax, retirement and estate planning strategy, and leveraging her firm’s outstanding value-added team, Tesha has become an esteemed partner to advisors. She is passionate about financial literacy and believes every Canadian would benefit from working with a knowledgeable financial advisor. She strongly believes that financial education at a young age can truly open doors and provide more options for Canadians. This belief fuels her desire to give back and she volunteers to educate local youth on financial literacy (such as investing, saving, debt management, and budgeting) as well as CV support.
Eclectic does not begin to describe Tesha’s wide range of interests. When not working or spending time with her family, she travels and enjoys music, dance, fitness, fashion, cooking, and reading.
Halifax, NS
902 221 4118
Tesha.Gray@MackenzieInvestments.com
linkedin.com/in/teshagray https://ca.linkedin.com/in/thedow40k
mackenzieinvestments.com/en
Tesha Gray
District Vice President
Mackenzie Investments
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Bio
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2001
2006
2009
2010
2022–present
Customer Service Representative/Financial Services Manager at Bank of Montreal
2001
Business Development Representative, Sales at Invesco Canada
2006
Senior Financial Services Manager, Investments at CIBC
2009
Regional Vice President, Sales at AGF Investments
2010
District Vice President, Sales at Mackenzie Investments
2023: Wealth Professional Top 50 Wholesaler
2022–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones