Our team
Who is our typical client?
Most of our clients are retired or nearing retirement. They gravitate towards investments that will produce income, provide solid returns, minimize taxes and preserve their hard earned capital against excessive risk. Our clients seek peace of mind, want their concerns resolved quickly and do not want to stress about their investments or their financial future.
At Gray Financial Management, we believe in putting our clients first. Finding the best possible solutions for your financial needs is our foremost focus. We strive to deliver an exceptional client experience by taking the time to thoroughly understand you, your goals and your unique aspirations. We utilize a holistic financial planning approach to address your investment, retirement, insurance, tax strategies and estate planning needs.
Christopher Gray, CIM
Senior Wealth Advisor, Portfolio Manager
Senior Wealth Advisor and Vice President at Scotia Wealth Management. Chartered Investment Manager CIM and a member of ScotiaMcLeod’s prestigious President’s Council.
Chris has worked with ScotiaMcLeod since 1998. Focused on service and responsiveness, he brings his knowledge, insights and expertise to guide his clients in making better decisions about their total wealth. Chris is a listener first and prides himself on taking the time to fully understand his clients goals and needs.
Read more
ScotiaMcLeod®, a division of Scotia Capital Inc.
Lucy Di Santo
Administrative Assistant
Lucy joined ScotiaMcLeod in 1991 with an extensive background in the financial services industry. As an energetic and efficient Administrative Assistant, she is known as the ‘backbone’ of the team- directly responsible for all client related day-to-day operations and requests.
Lucy prides herself on being highly organized, her professionalism and taking ownership of what needs to be done, delivering with proactivity and healthy sense of fun.
She enjoys her interaction with clients and puts their priorities first. Clients understand that Lucy will get to the bottom of what’s needed, pulling out all the stops and keeping them updated as she goes along.
Read more
ScotiaMcLeod®, a division of Scotia Capital Inc.
Alex Rochtchine, CLU, CFP, CIM, PFP
Senior Total Wealth Planner
As a Total Wealth Planner, Alex is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Alex collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Alex works with our clients to help them achieve future success – as they define it.
Alex is an accredited professional having earned his Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM®) designations and is a graduate of McMaster University with a Bachelor of Commerce. He brings over ten years of experience in the financial services industry.
Alex’s passions include arts and cooking, and he enjoys exploring different cultures through travel.
Financial planning and advisory services are provided by Scotia Capital Inc.
Financial planning and advisory services are provided by Scotia Capital Inc.
Justin Ecclestone, HBA, CFP®, TEP
Estate & Trust Consultant
As an Estate and Trust Consultant, Justin is responsible for providing advice and guidance to clients for their Will and estate planning strategies. Clients benefit from customized tax-considered strategies that align their investment, retirement, philanthropic and estate plans to help safeguard financial well-being into the next generation.
A graduate of the Wealth Management Associate Program, Justin has experience across multiple areas of Scotia Wealth Management’s extensive Total Wealth services. Justin obtained an Honours Bachelor of Arts (HBA) from Ivey Business School at Western University. He also holds the Trust and Estate Practitioner (TEP) designation and is a member of the Society of Trust and Estate Practitioners (STEP). Outside of work, Justin can be found at his club’s tennis and squash courts.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
