Profile
“I am deeply committed to the success of my clients and approach everything I do with integrity”
Tesha Gray
Mackenzie Investments
Krishan Lad is a seasoned wholesaler with a proven track record of success in the asset management industry. Based in Toronto, Lad brings extensive experience and expertise in cultivating and managing relationships with financial advisors and institutions across Canada.
With a keen understanding of market trends and alternative investment strategies, Lad is dedicated to providing tailored solutions that meet clients’ unique needs. He is committed to delivering exceptional service and support, helping advisors navigate complex investment landscapes and achieve their clients’ financial goals.
Lad is known for his strong communication skills, strategic thinking, and ability to deliver innovative investment solutions. He is passionate about educating advisors on industry best practices and staying abreast of the latest developments in the financial markets.
As a valuable member of the Ninepoint team, Lad plays a crucial role in driving business growth. His dedication to excellence and client satisfaction makes him a trusted advisor in the Canadian asset management industry.
200 Bay Street Suite 2700, Toronto, ON M5J 2J1
647 539 3431
klad@ninepoint.com
ca.linkedin.com/in/krishan-lad-b09a141b
ninepoint.com
Krishan Lad
Product Specialist
Ninepoint Partners
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
“I’m doing my part to create educational events catered specifically for women, where we can feel comfortable asking questions and building camaraderie with other local women in the industry”
Tesha Gray
Mackenzie Investments
2014–2017
2017–2023
2023–present
2010
2022
Inside Sales at Sprott Asset Management
2014–
2017
Associate Vice President at Ninepoint Partners
2017–
2023
Product Specialist at Ninepoint Partners
2023–
present
Regional Vice President, Sales at AGF Investments
2010
District Vice President, Sales at Mackenzie Investments
2022
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
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
• Gold award for Magazine or Newspaper Advertisement
• Silver award for Promotional Email
• Silver award for Most Out-of-the-Box Idea
As a product manager, Rios knows that success is all about prioritizing and making trade-offs. The VP continually strives to find a balance between upskilling her team and herself.
“The more capable my team is, the more they can take on and allow me to tackle difficult problems, of course, but there is always a balance between the longer-term training and needing to get some work done in the short term.”
While Rios admits she doesn’t always get it right, the VP takes every experience as an opportunity to grow and learn. “I find a lot of value and enjoyment in trying something new, and excitement in not knowing what problem needs solving on a given day.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
To stay competitive and continually build her product knowledge, Gray listens to podcasts and reads industry articles daily.
“I am fortunate to have access to some amazing and experienced investment managers here at Mackenzie who are always willing to share intel and insight,” she adds.
In addition to delivering value to clients, Gray leverages her expertise to give back to her community. As a dedicated mentor, the VP volunteers with local youth. A firm believer in the power of early financial education, she teaches investing basics while empowering students to explore careers in finance.
Recently, Gray has strived to create space for women in the investment industry.
“When I started my career in 2001, there were very few women. Today, women make up a small percentage of financial advisors in Canada. If we want that to increase, the industry needs to purposefully include women,” she notes.
“I’m doing my part to create educational events catered specifically for women, where we can feel comfortable asking questions and building camaraderie with other local women in the industry.”
Accordingly, Tesha recognizes the importance of connecting with and learning from others. “We’re in a relationship business with constantly changing markets, and my ability to gain insight not only from myself but from others’ experiences and share that is essential for my role.”
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