Grayhawk Wealth is pleased to announce the appointment of David Beddis, CFA as Investment and Relationship Management Lead, Western Canada.

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.

About Grayhawk

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.

For media inquiries, contact:

Allison Comeau
Chief Experience Officer
acomeau@grayhawkwealth.com

Cautionary Note Regarding Forward-Looking Information

This release contains forward-looking information. Such forward-looking statements or information are provided for the purpose of providing information about Grayhawk Wealth’s current expectations and plans relating to the future. Readers are cautioned that reliance on such information may not be appropriate for other purposes. Any such forward-looking information may be identified by words such as “proposed”, “expects”, “intends”, “may”, “will”, and similar expressions.

Forward-looking statements or information are based on a number of factors and assumptions which have been used to develop such statements and information, but which may prove to be incorrect. Although Grayhawk Wealth believes that the expectations reflected in such forward-looking statements or information are reasonable, undue reliance should not be placed on forward-looking statements because Grayhawk Wealth can give no assurance that such expectations will prove to be correct. The forward-looking information in this release reflects the current expectations, assumptions and/or beliefs of Grayhawk Wealth based on information currently available to Grayhawk Wealth.

Any forward-looking information speaks only as of the date on which it is made and, except as may be required by applicable securities laws, Grayhawk Wealth disclaims any intent or obligation to update any forward-looking information, whether as a result of new information, future events or results or otherwise. The forward-looking statements or information contained in this press release are expressly qualified by this cautionary statement.

Season 2 of Grayhawk Five Questions Podcast Now On Air

We are pleased to introduce Season 2 of Grayhawk Five Questions, our bi-weekly podcast series featuring members of our senior team along with some very special guests.

February 27, 2022

Episode 1: Simplifying the Complex

Season 2 of Five Questions kicks off with a conversation between President and Co-CEO, Pete Mann and Chief Investment Officer, Greg Gipson tackling the age-old question of why do people invest? Why does the investment industry complicate relatively simple concepts? How should we consider investing from a risk versus return perspective? And what role can alternative investments play in a portfolio? Pete and Greg address these questions and also provide their thoughts on how they define what success looks like post pandemic.

Listen Now on Grayhawk
Listen Now on Apple Podcasts
Listen Now on Spotify

Podcast Archive

An archive of all Season 2 episodes of Grayhawk Five Questions can be accessed here.

Grayhawk Investment Strategies says cyber security protection is top priority for their clients

New partnership with Field Effect will provide complete protection for client data and operations

TORONTO, Aug. 26, 2021 /CNW Telbec/ – Grayhawk Investment Strategies Inc. (“Grayhawk”) is pleased to announce that it has collaborated with Field Effect Software Inc. (“Field Effect”), proven leaders in the development of intelligence-grade cyber security solutions, to increase the depth of cyber protection for their clients.

“We recognize the trust our families have in Grayhawk, and we are committed to ensuring their assets are protected by implementing Field Effect’s comprehensive cyber security platform,” said Peter Mann, Co-CEO, Grayhawk. “We believe that technology is a critical part of our value proposition and our relationship with Field Effect deepens our family enterprise risk management offering within our Family Office Services.”

Grayhawk is leveraging Field Effect’s Covalence – a holistic, end-to-end managed detection and response (MDR) service that provides protection across an organization’s entire IT infrastructure, including networks, devices, and cloud-based applications. Covalence delivers best-in-class network threat detection using human-backed threat intelligence, machine learning, and analytics.

“We’re thrilled to be working alongside a fellow Canadian-based company that is so invested in the cyber security needs of their clients,” said Matt Holland, CEO and CTO of Field Effect. “Grayhawk truly cares about the families they serve and are fully committed to protecting their data and operations from cyber threats. We look forward to working together to serve their community, and to ensuring their clients’ businesses and investments are in good hands, both now and in the future.”

Grayhawk was formed to focus on what wealth should mean: the well-being of your family now and in the future. We bring families together across generations to build a way forward that is positive and productive, with the most stringent attention to independence, authenticity, transparency and resilience.

Grayhawk is a new way to experience the real value of wealth.

Grayhawk’s Family Office Services creates custom offerings by meeting families where they are at and bringing together the best delivery advisors and solutions to advance their goals. When Grayhawk sees a pattern in the needs of the families it serves, they seize the opportunity to provide a solution that all families have access to through their firm.

“Cyber security is an ever-evolving concern for our families as the bad actors open new doors each time one is closed for them. When we recognized an emerging theme within our families in a shared goal of protecting their businesses and family offices from cyber threats, we approached Field Effect to see how we could collaborate on filling this need for our families.” said Allison Comeau, Director, Family Advisory Services, Grayhawk Wealth.

Field Effect has created a unique offering for Grayhawk’s families that provides a cost-effective integrated cyber security platform focused on small and medium sized businesses. This includes an account executive dedicated to serving their families and collaborating with the Family Office Services team on achieving their goals.

About Field Effect
Field effect believes organizations of all sizes deserve powerful cyber security solutions to protect them. The company’s threat detection, monitoring, training and compliance products and services are the results of years of research and development by the brightest talents in the cyber security industry. For more information, visit fieldeffect.com.

About Grayhawk Wealth
Grayhawk Wealth was founded to simplify the complexities that confront those who possess multi-generational wealth. Today, the company consists of two divisions. The Chief Investment Office (CIO) provides custom portfolio management services for ultra-high net worth families, institutions, foundations, and endowments. It is differentiated by an independent perspective and open architecture with access to world class managers and strategies. The Family Office Services (FOS) division is uniquely positioned to provide solutions that range from creating a new Family Office Hub to supporting the needs of an existing single-family office.

Grayhawk Wealth has offices in Calgary, Toronto and Montreal. For more information about Grayhawk, visit grayhawkwealth.com.

Cautionary Note Regarding Forward-Looking Information:
This release contains forward-looking information. Such forward-looking statements or information are provided for the purpose of providing information about Grayhawk Wealth’s current expectations and plans relating to the future. Readers are cautioned that reliance on such information may not be appropriate for other purposes. Any such forward-looking information may be identified by words such as “proposed”, “expects”, “intends”, “may”, “will”, and similar expressions.

Forward-looking statements or information are based on a number of factors and assumptions which have been used to develop such statements and information, but which may prove to be incorrect. Although Grayhawk Wealth believes that the expectations reflected in such forward-looking statements or information are reasonable, undue reliance should not be placed on forward-looking statements because Grayhawk Wealth can give no assurance that such expectations will prove to be correct. The forward-looking information in this release reflects the current expectations, assumptions and/or beliefs of Grayhawk Wealth based on information currently available to Grayhawk Wealth.

Any forward-looking information speaks only as of the date on which it is made and, except as may be required by applicable securities laws, Grayhawk Wealth disclaims any intent or obligation to update any forward-looking information, whether as a result of new information, future events or results or otherwise. The forward-looking statements or information contained in this press release are expressly qualified by this cautionary statement.

SOURCE Grayhawk Wealth

For further information:
For media inquiries, please contact: Grayhawk Wealth, Kelly Francis, T: +1 647.490.9900, E: kfrancis@grayhawkwealth.com; Field Effect, Jane Harwood, T: 506-378-0177, E. jharwood@fieldeffect.com