The idea of Grayhawk came from a series of simple insights about what really matters to families and the gap we knew we had to fill.
In 2015 when we started speaking with successful people about managing wealth, we heard incredible stories: about families, their challenges and their dreams. We heard about the desire to look across generations to secure future success; we heard about the burden of complexity and the risk of missing out on opportunity. And we heard about trust – the desire to work in an open way, knowing that every decision was being made for their benefit.
So, we formed Grayhawk to help families be the best stewards of their wealth and to achieve that sense of well-being they’d been looking for.
- Launched with first family in 2015
- Now pan-Canadian in 2020
- Team members across Canada, with offices in Calgary, Toronto, Montreal
- Benefit from being part of Sagard Holdings, an alternative asset investor and business builder, positioning us for continued growth with expanded expertise across Canada: www.sagardholdings.com
Our Purpose and Values
We’re here to help successful Canadian families experience the true value of wealth: sustainable well-being and impact across generations.
The people of Grayhawk share a common set of values that shape our behavior and create our culture; values that
, we live every day in our work and with our families.
The freedom to choose the very best services and investments for families
Clear and independent advice and fees
Well-being of our families is core to who we are and what we do
Helping families thrive across multiple generations