Senior Vice-President, First West Insurance Services
As Senior Vice-President, First West Insurance Services, Loree Gray is passionate aboutcreating consistently excellent experiences and delivering value added service and advice in First West’s insurance offices. Loree has also served as Senior Vice-President, Operations, overseeing the credit union’s strategy and execution support for the regional teams and First West's Lean culture and continuous improvement practices. Under her astute leadership, First West has significantly increased its internal process efficiency, saving hundreds of thousands of dollars and tens of thousands of hours of employees’ and members’ time annually.
Loree's career in financial services spans two decades, during which she has led teams in retail banking, wealth management and strategic planning for both domestic and international financial institutions. Loree initially joined First West as VP Retail & Insurance for the Envision Financial division, where she oversaw the financial performance, leadership and overall strategic direction for retail operations. Prior to joining Envision Financial, Loree held the position of vice-president, B.C. district, at a chartered bank, where she was responsible for overseeing 28 branches across the Lower Mainland.
Loree holds a Bachelor of Arts from UBC and is certified with the Institute of Canadian Bankers and the Canadian Securities Institute. A trained practitioner of Lean methodologies, Loree is certified as an Executive Lean Leader with Lean Sensei International. For five plus years, Loree has volunteered for the Canadian Merit Scholarship Foundation (CMSF) as an assessor/interviewer and in recent years as B.C. chair. She currently resides in sunny South Surrey and enjoys her garden, running to the beach and the occasional game of golf.