Profile
“I am deeply committed to the success of my clients and approach everything I do with integrity”
Tesha Gray
Mackenzie Investments
By staying ahead of the curve on tax, retirement, and estate planning, and through leveraging her firm's outstanding team, Tesha Gray has become a valued partner to advisors.
As district vice president of sales at Mackenzie Investments, Gray has a passion for building relationships with clients.
“I am deeply committed to the success of my clients and approach everything I do with integrity. Trust is a key factor in longevity for my role and I truly value these qualities and hold them at the forefront of my business relationships,” she says.
To provide the best possible value, Gray invests time upfront to understand potential clients and their business.
“I keep an open dialogue and outline expectations. This way, I can clarify any details I’m unsure of and make sure everyone is on the same page when it comes to delivery and timelines,” she says. “By truly understanding the underlying needs of my prospects and creating a thoughtful approach for them, and then efficiently executing on this, we not only gain new clients but also receive great referrals for new clients.”
180 Queen Street West, Toronto, ON M5V 3K1
902 221 4118
Tesha.Gray@mackenzieinvestments.com
linkedin.com/in/teshagray
mackenzieinvestments.com
Tesha Gray
District Vice President, Sales
Mackenzie Investments
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Bio
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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
2001
2006
2009
2010
2022
CSR/FSM at Bank of Montreal
2001
Business Development, Sales at Invesco Canada
2006
Senior FSM, Investments at CIBC
2009
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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