Joining the Grayhawk team is enabling me to really connect with our current and new client families who are willing to be supported in the pursuit of their family health and wealth. By deepening our conversations with families and being in a trusted advisory relationship our team can really help them achieve their legacy goals and aspirations. It brings me great pleasure to ease the stressors and make the financial decision making in their lives more rewarding allowing them to enjoy the things that they prefer to do and enjoy doing.
Anne is a Partner and Relationship lead at Grayhawk taking on the important role of building awareness about our firm and ensuring that affluent families who need help are aware of our value proposition.
Prior to joining the Grayhawk Investment Strategies Inc. team, Anne spent 16 years’ operating her own successful marketing business which she sold to her largest competitor in 2016. Since then she has been concentrating on improving her skills and educating herself further in the business of Family Enterprise and attaining the FEA designation. Most recently she worked with a boutique Family Enterprise firm specializing in family governance for multigenerational families.
Having been brought up in a successful entrepreneurial family in Calgary and being involved in many creative and interesting businesses throughout her career, she brings her talents in people skills, teamwork and collaboration to bring out the best in people and situations. She is comfortable and interested in helping people discuss the complex situations that emerge when business and family lives overlap and when continuity issues and questions arise. These issues are personally relevant for Anne bringing first-hand experience to her connections with clients and their families. Her diplomatic skills and natural affinity for cultivating relationships combined with her interest in stewarding financial success and the importance of family legacy are a winning combination for relating to families on a deep level.
Anne and her husband Rick enjoy living on their 30-acre property with their 2 dogs, 10 horses and 3 donkeys. Their adult children Geoff and Jennie are both living in Toronto. Anne’s passion for animals, fitness and speed keep her fully engaged in the sport of polo that she has played for over 22 years. Her strong leadership, tenacity, competitiveness, resilience, creativity and integrity was developed over years of playing high level sports and a multitude of work, travel and life experiences.
Anne is passionate about supporting her communities. She spent 8 years on the board of the Calgary Polo Club with 5 of those years as President. She is one of the Figure 8 women’s fundraising group who have hosted two events to raise significant funds for the Children’s Cottage and most recently for the future Centre for Child and Adolescent Mental Health. Anne’s focus is on all aspects of financial, physical and mental health and education for her own family and those whose lives she touches.