Calgary, June 10, 2022 – Grayhawk Wealth (“Grayhawk”) is pleased to announce the appointment of David Beddis, CFA as Investment and Relationship Management Lead, Western Canada.
David will be based in Grayhawk’s Calgary Office and brings 20 years of investment management, capital markets and financial analysis experience to the firm.
“We are thrilled to have someone of David’s acumen and experience joining Grayhawk,” said Michael Kaumeyer, Founder & Co-Chief Executive Officer. “With his exceptional background in investment management, his familiarity with Western Canada, coupled with his authentic approach to working with clients and building trusted relationships, makes David a perfect fit.”
Prior to joining Grayhawk, David held the role of Vice President and Portfolio Manager with a national private investment management firm. Based in Calgary, he stewarded the full client experience, including on-boarding, portfolio construction and investment counsel. David began his career in 2002 at a major Canadian bank and continued to assume more senior level research analyst roles with several independent investment firms, focused primarily on the oil and gas sector. In these roles, David developed a deep understanding of capital markets and built strong working relationships with institutional portfolio managers, while learning the importance of forging trusted relationships withhis clients and providing exceptional service.
“Grayhawk’s mission is unique in what it offers its clients and it’s something I wanted to be a part of,” said David. ”The opportunity to partner with successful families and foundations and provide them with independent and objective investment advice and access to global opportunities, is the reason I joined Grayhawk. It’s a privilege to play a role in helping to steward a client’s wealth strategy and help them achieve their goals.”
Having grown up in Calgary, David’s career and personal experience in the Western Canadian marketplace will also contribute added value and perspective within Grayhawk. David is a Charter Financial Analyst (CFA) Charterholder and graduated with a Bachelor of Science in Mathematics and Economics from the University of Victoria.
As a Chief Investment Office, Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) works with successful Canadian families to provide personalized investment management services, curated to help position them to achieve their wealth goals and accelerate their impact.
Grayhawk Wealth has offices in Toronto, Calgary and Montreal and is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Québec and Saskatchewan and as an Investment Fund Manager in Alberta, Ontario and Québec.
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