Meet The Team

Your investment goals. Our investment expertise.

WEALTH SOLUTIONS & CLIENT SERVICES

Disclaimer

The information provided within this Website is for general information purposes only, and does not constitute an offer of, or solicitation for, the purchase and sale of any securities under any circumstances. Skyline Wealth Management Inc. (“SWMI”) is an Exempt Market Dealer registered in the provinces of Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Québec, and Saskatchewan. Important information with respect to the Skyline Funds are set out in their respective Offering Memorandums and related subscription documents, which should be reviewed prior to investing, as they include important information on fees and risk factors. Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors. Nothing in this Website should be construed as investment, legal, tax, regulatory or accounting advice. Sales of interests in any investments offered by SWMI are only made to certain eligible investors pursuant to regulatory requirements and available exemptions. Some of the investment products offered by SWMI are from related issuers. A full list of issuers related to SWMI and details of the relationship between them is available upon request. Performance and other information provided herein is current as at the date of publication and SWMI does not undertake to advise the reader of any changes.

Ray Punn
Senior Director,Wealth Solutions

Ray is an experienced professional with leadership and management experience in both public and private sectors, including the Financial, Automotive, and Private Equity industries. His well-balanced leadership expertise centres on strategic, sustainable growth and profitability, all while bringing exceptional client service.

As the Senior Director of Wealth Solutions for Skyline Group of Companies, Ray leads a comprehensive team of Advisors and has a deep understanding of how each component of wealth management contributes to the overarching goal of exceptional investor experiences. He oversees the strategy and implementation of initiatives that foster and maintain an active, engaged investor base through both new business client generation and current client engagement.

Ray and his team are building long-term partnerships with their valued investors, proudly providing unique private investment opportunities that are grounded in the real estate and sustainable investing spaces.

Meagan Speers
Lead, Investor Relations

A valued member of Skyline Wealth since 2012, Meagan began forging engaging and detail oriented client relationships from Day One. Helping clients understand their investment goals and providing dedicated service is paramount to her. Meagan values the opportunity to engage with clients about anything from investment questions, to hearing updates about what the grandkids have been up to.

Meagan began her investing journey when she received her first paycheque. At the time, her father helped her set money aside to invest in small increments – something at the time she thought everyone did! In 2008, while Meagan was in university, the global recession had begun. While most of her peers continued writing term papers and studying for exams, she was on the library pay phone asking if she could borrow money from her parents for buying opportunities she saw in the markets. She came to realize that the investment knowledge she took for granted as second nature, was in fact an area of stress and uncertainty for many people.

Helping investors gain understanding and clarity in their financial matters has always been a rewarding part of the client experience for Meagan. She prides herself on her customer service and detailed approach when working with clients and colleagues alike.

Lisa Boudreau
Advisor, Wealth Solutions

Lisa understands that working toward meeting financial goals is a two-way conversation, which is reflected in her personable approach to client relationship management. Lisa is a valued asset to her clients and to Skyline Wealth, in the care she takes to ensure each investor feels confident and empowered after meeting with her.

As an Advisor of Wealth Solutions, Lisa not only aims to find tailored investment solutions for her clients’ portfolios; she believes in the importance of investor education and engagement. To Lisa, a savvy investor is a happy investor. Her professional experience and industry knowledge provide her investors with insight and confidence in knowing their hard-earned funds are in good hands.

Jeff Teeter
Advisor, Wealth Solutions

With over ten years of experience in the real estate investment space, Jeff has had the opportunity to work on a broad range of strategic initiatives. He believes in the efficacy of private investing not only for large sovereign wealth funds and pension funds, but for the retail investor, and is proud to offer unique private equity solutions that can provide superior returns.

Jeff has a deep understanding of the “why” behind an investor’s financial goals, and focuses on building rapport and trust with clients through a straightforward, honest and conversational approach to investment strategy. He strives to be of service to everyone he meets, whether in business, sports, financially, or on a personal level. His mandate is to use his private investment industry expertise to leave every client better for working with him.

Shelley White
Advisor, Wealth Solutions

Shelley has over 30 years of experience in the financial industry, which includes 25 years working directly with clients to ensure their investment portfolios are providing them with peace of mind. This experience has given her the vast industry knowledge to work with investors from all walks of life.

Shelley believes that every client has a story, and being attuned to the “whole picture” of an investor’s life is the best way to forge a path to help clients achieve their investment goals. She understands that an investor’s goals and financial plans are ever-changing, dependent on age, celebration milestones, retirement and career changes, and more. Therefore, her client relationship management style is based on frequent communication and ensuring her clients’ funds are working for them in the most efficient way possible.

Talking about finances and investments isn’t always easy. Shelley’s goal as an Advisor of Wealth Solutions is to develop rapport and trust with her clients so that they can have an open and comfortable conversation about their lifestyle goals, and walk away with a sense of confidence and empowerment in their financial future.