Grayhawk Wealth Announces Second Round of Capital Financing

TORONTO, April 21, 2021 — Grayhawk Investment Strategies Inc. (“Grayhawk”)  announces that it has completed a $13 million financing round led by Sagard Holdings Inc. (“Sagard”), the multi-strategy alternative asset manager. 

“Over the last twelve months, Grayhawk Wealth has significantly advanced its mission of serving successful Canadian families with their wealth management strategies and investment needs,” said Paul Desmarais III, Chairman and CEO, Sagard. “We believe the Grayhawk Wealth team’s distinctive approach to clients will enable them to grow their footprint and serve many more families looking for differentiated advice, product and support.  Sagard is proud to be partnering even more deeply with Grayhawk Wealth.”

Another key investor in this financing round is the extended Shaw family , who join Brad Shaw as partners in driving Grayhawk Wealth’s growth plan.  The participation by the Shaw family will make them one of the largest independent shareholders in the firm and is a reflection of the family’s needs as it pertains to the stewardship of their investable wealth.

“Our family has had the opportunity of watching Grayhawk Wealth evolve from its earliest beginnings.  We believe strongly in their independence, open architecture, and global investment platform combined with their proven focus on building deep and meaningful relationships with all members of our family.  We believe this partnership will set our family up for continued success for generations to come,” said Brad Shaw, Chairman and CEO, Shaw Communications.

“The Shaw family have built an incredible legacy in corporate Canada in telecommunications and beyond, and we are proud to partner with their family office in the next stage of our journey,” said Michael Kaumeyer, Founder and Co-CEO, Grayhawk Wealth.

“This new financing will accelerate our future growth and business build, enabling us to serve more families across Canada with the distinctive Grayhawk Wealth approach. We want to offer all of our clients a different lens and a long-term mindset, and our partners are fully committed to this strategy,” said Peter Mann, Co-CEO, Grayhawk Wealth.

About Sagard Holdings

Sagard Holdings is a multi-strategy alternative asset manager with professionals located in Montreal, Toronto, Calgary, New York, San Francisco, Paris and Southeast Asia. Sagard looks to generate attractive returns by matching investment opportunities with flexible capital solutions and pairing entrepreneurs with teams that have deep industry knowledge. Sagard develops long-term partnerships and empowers the growth of its investments through a unique global network of portfolio companies, limited partners, advisors and other valued relationships. Today, Sagard invests across four asset classes: private equity, venture capital, private credit, and healthcare royalties. Sagard Holdings is a member of the Power Corporation of Canada group of companies. For more information about Sagard, visit sagardholdings.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 Vancouver, Calgary, Toronto and Montreal. For more information about Grayhawk, visit grayhawkwealth.com.

For media inquiries, contact:


Grayhawk Wealth
Kelly Francis
T: +1 647.490.9900
E: kfrancis@grayhawkwealth.com

Sagard Holdings
Adam Daifallah
T: +1 514.316.7089
E. media@sagardholdings.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 Investment Strategies Inc.

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Grayhawk Wealth announces the appointment of Jennifer Tennant (CPA, CA) as Senior Advisor, Family Office.

Vancouver, March 8, 2021 – Grayhawk Wealth (“Grayhawk”) is pleased to announce the appointment of Jennifer Tennant (CPA, CA) as Senior Advisor, Family Office.

Joining our Vancouver office, Jennifer brings unique experience developing and implementing prosperous, effective wealth strategies for families and family-owned businesses to the Grayhawk Family Office Service team.

Jennifer began her career in the assurance practice at one of Canada’s top four accounting firms before moving into the private client group, focusing predominately on providing accounting and tax services to family-owned businesses.

Jennifer’s knowledge will be an incredible asset for Grayhawk families. She believes that so much of the success of long-term planning for a family lies in a clear, succinct direction and she is passionate about helping families discover their unique direction. “I have come to realize the significant and positive impact having a strong family can have on one’s life,” says Jennifer. “It brings me so much joy to see how I can help create that positive impact for a family across generations.”

“Jennifer brings a valuable tactical planning perspective to our Family Office Service team,” commented Carolyn Cole, Lead of the Family Office division at Grayhawk. “Her role for our families is ensuring their complex documents from multiple disciplines align to deliver on their long-term strategic goals.”

About Grayhawk

Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) works with families, foundations, institutions, endowments, first nations, and pension funds as a Chief Investment Office or to provide family office services. Grayhawk serves to help clients experience the real value of wealth in an open architecture that is nationwide, with teams in Toronto, Montreal, Calgary and Vancouver. For more information about Grayhawk, visit grayhawkwealth.com.

Grayhawk Investment Strategies Inc. 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.

Grayhawk Wealth is a registered business name for Grayhawk Investment Strategies Inc.

For media inquiries, contact:

Adam Daifallah

T: +1 514.316.7089

E: media@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’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 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 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 based on information currently available to Grayhawk.

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 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.

Grayhawk Wealth launches Outsourced Family Office Service division

Vancouver, February 9, 2021 – Grayhawk Wealth (“Grayhawk”) is pleased to announce the launch of its new Outsourced Family Office Service division and that Carolyn Cole has joined Grayhawk as Special Advisor, Family Office to lead our new family office division.

Grayhawk Outsourced Family Office Service provides families with the privacy and sophistication of a Single Family Office by delivering platform customization and access to a diversity of experts. Our distinctive offering also brings together each family’s existing professional advisors in order to efficiently collaborate on behalf of the mutual client. We customized our family office service to enable every type of a family office at any stage to advance towards achieving its goals.

We are exceptionally pleased to launch the Outsourced Family Office Service with an expert like Carolyn Cole. Our recent and unprecedented growth at Grayhawk has made it clear that launching a family office is the natural next step in our unwavering commitment to help families,said Michael Kaumeyer, Founder and Co-Chief Executive Officer of Grayhawk.

The Outsourced Family Office Service will be a stand-alone division of Grayhawk. Our platform is exclusively focused on serving families and does not promote, sell or represent products of any kind. Advancing family objectives is the primary and only role of the family office team.

Over the course of my career I have been fortunate to work with many great families and to advise them on a wide range of wealth strategies and issues. Grayhawk’s Outsourced Family Office Service is an unparalleled concept brought to life, and it will provide value and benefits to all who use it. I’m elated to be a part of its launch,said Ms. Cole.

With over 20 years of experience advising enterprising families across Canada and a successful wealth advisory career spanning three prominent Canadian financial institutions, Carolyn Cole has been directly involved in the transition and or advisement of multiple billions in net worth which has been created by Canadian entrepreneurs. She previously co-founded Cole & Associates, a customized family office strategy and design firm, where Carolyn and her team lead two prominent Canadian family offices, and support others when needed.

About Grayhawk

Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) works with families, foundations, institutions, endowments, first nations, and pensions funds as an outsourced Chief Investment Officer or to provide outsourced family office services. Grayhawk serves to help clients experience the real value of wealth in an open architecture that is nationwide, with teams in Toronto, Montreal, Calgary and Vancouver. For more information about Grayhawk, visit grayhawkwealth.com.

Grayhawk Investment Strategies Inc. 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.

Grayhawk Wealth is a registered business name for Grayhawk Investment Strategies Inc.

For media inquiries, contact:


Adam Daifallah
T: +1 514.316.7089
E: media@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’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 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 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 based on information currently available to Grayhawk.

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 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.

Grayhawk Wealth welcomes Julie Cowan as Partner and Relationship Lead, Ontario

Toronto, February 1, 2021 – Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) is pleased to welcome Julie Cowan to its growing team as Partner and Relationship Lead (Ontario), based in the Toronto office.

With over 20 years of international capital markets experience, Julie brings extensive relationship management and multi-asset expertise to Grayhawk. She has served a range of institutional and discretionary wealth management clients across Canada, the UK and Europe.

“We are thrilled to have someone of Julie’s calibre join our team. Her passion for building trusted client relationships makes her an ideal fit for Grayhawk’s mission to put clients first,” said Michael Kaumeyer, Co-Chief Executive Officer of Grayhawk.

Julie was most recently a Managing Director at Scotiabank, where she was Head of Canadian Relationship Management for Global Capital Markets. Always client-focused, her prior experience also includes 11 years at Morgan Stanley as an equity derivative sales person in both the UK and Canada. Julie holds an MBA from London Business School (UK), an Honours Co-Op BA from the University of Waterloo and the CFA designation. 

In addition to raising her teenage daughter, Julie is an active community member. She sits on the Board of Halton Women’s Place and was Co-Chair of the first-ever True Patriot Love Women’s Expedition to Baffin Island raising over $1 million dollars for Canadian veterans and their families. Passionately committed to gender equity, Julie has also held leadership roles with 100 Women in Finance and Women in Capital Markets.   

“At Grayhawk I am going to get to do what I love – work with clients, build relationships and make a difference – alongside a group of people who are truly purpose-led and committed to giving successful Canadian families, foundations and endowments the help and service they deserve,” said Cowan.

About Grayhawk

Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) works with foundations, institutions, and families with multi-generational wealth on their financial and human capital understanding that they need more than an investment plan, they need a strategy to build well-being that lasts. The company is guided by this mission to build trust with families that want to look to the future, and to benefit from the real value of wealth. Grayhawk serves successful Canadian families with custom portfolio management services, a family office hub and unique affinity partnerships from its offices in Calgary, Montreal and Toronto. For more information about Grayhawk, visit grayhawkwealth.com.

Grayhawk Investment Strategies Inc. 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:

Sagard Holdings
Adam Daifallah
T: +1 514.316.7089
E: media@sagardholdings.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’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 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 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 based on information currently available to Grayhawk.

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 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.

Grayhawk Wealth welcomes Claire Lynch as Relationship Lead, Western Canada

January 18, 2021 – Grayhawk Wealth (“Grayhawk”) is proud to announce the appointment of Claire Lynch as Relationship Lead, Western Canada to its growing team.

Claire joins the company’s growing Western Canada division, bringing to the firm over 20 years of experience in high-touch relationship management and business development in both the non-profit and corporate sectors.

“Claire’s arrival at Grayhawk demonstrates our commitment to deepening our relationships and growing our business in Western Canada. Her vast network of connections and proven track record in development makes her an ideal fit for our expanding team,” said Michael Kaumeyer, Co-CEO of Grayhawk.

Claire brings to Grayhawk a unique combination of skills in family governance, facilitation, philanthropy, business development and multi-generational family enterprise. Most recently, she served as the Vancouver-based Vice-President of Membership for Canada at TIGER 21, where she was responsible for supporting the Canadian growth of the boutique peer-learning organisation for HNW entrepreneurs and investors.

Her previous roles include serving as Director of Development at the Mulgrave IB World School in Vancouver, as CEO of the Irish Hospice Foundation in Dublin, Ireland, and as Director of Development at GAP Activity Projects Ltd., based in London, England.

In the past, Claire has been an advocate and volunteer with palliative and hospice care services in Canada and Ireland. She was also a Director with the West Vancouver Community Foundation, assisting with their fundraising efforts.

“I’m honoured to have the opportunity to work with a growing business committed to creating long term positive impact for the families they work with,” said Lynch. “I look forward to drawing on my diverse career experiences in this new role and to helping Grayhawk reach new heights.”

About Grayhawk

Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) works with foundations, institutions and families with multi-generational wealth on their financial and human capital understanding that they need more than an investment plan, they need a strategy to build well-being that lasts. The company is guided by this mission to build trust with families, as well as foundation and institution advisors, that want to look to the future and benefit from the real value of wealth. Grayhawk serves successful Canadian clients with custom portfolio management services, a family office and unique affinity partnerships from its offices in Calgary, Montreal and Toronto. For more information about Grayhawk, visit grayhawkwealth.com.

Grayhawk Investment Strategies Inc. 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:

Sagard Holdings
Adam Daifallah
T: +1 514.316.7089
E: media@sagardholdings.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’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 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 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 based on information currently available to Grayhawk.

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 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.

Grayhawk Appoints Kyle Hunter to Partner, Investment Management, Ontario

Toronto, November 30, 2020 – Grayhawk Wealth (“Grayhawk”) is pleased to announce the appointment of Kyle Hunter as Partner, Investment Management, Ontario.

Joining our Toronto Office, Kyle brings almost 20 years of investment management, capital markets and consulting experience to the firm.

Prior to joining Grayhawk, Kyle held the role of Portfolio Manager with an independent mutual fund company in Calgary where he managed three investments funds focused on the Energy sector. Kyle began his career in 2001 in a consulting role at a global consulting firm. From there, he worked in equity research at a sell-side boutique, and later moved to one of Canada’s major banks where he held the position of Vice President and Portfolio Manager, managing resource-related mutual funds.

“Partnering with families to provide independent, clear and objective investment advice and solutions for all aspects of wealth, is a privilege and the reason I joined Grayhawk,” said Kyle, “At Grayhawk we know managing family well-being and wealth is so important and see it as an incredible way for families to leave a legacy for generations to come. Having an integral role in each family’s customized wealth strategy and financial future brings me a great sense of purpose and fulfillment.” 

Kyle’s career and personal experience in both the Eastern and Western Canadian marketplace will contribute added value and perspective within Grayhawk. He and his family are looking forward to reconnecting with Toronto after their recent return from living in Calgary.

“We are thrilled to have someone of Kyle’s intelligence and capability joining Grayhawk. His portfolio management and portfolio construction experience, along with his passion for a goals-based investing, make him a perfect fit for our mission,” commented Peter Mann, Co-Chief Executive Officer.

About Grayhawk

Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) works with families with multi-generational wealth on their financial and human capital understanding that they need more than an investment plan, they need a strategy to build well-being that lasts. The company is guided by this mission to build trust with families that want to look to the future, and to benefit from the real value of wealth. Grayhawk serves successful Canadian families with custom portfolio management services, a family office hub and unique affinity partnerships from its offices in Calgary, Montreal and Toronto. For more information about Grayhawk, visit grayhawkwealth.com.

Grayhawk Investment Strategies Inc. 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:

Sagard Holdings
Adam Daifallah
T: +1 514.316.7089
E: media@sagardholdings.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’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 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 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 based on information currently available to Grayhawk.

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 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

Grayhawk’s Approach Resembles the Work of a Sommelier – The Value of True Independence

By Michael Kaumeyer

“Many firms will refer to themselves as independent,” observes our chief investment officer, Greg Gipson, in the above video outtake. “In our mind, true independence is a full alignment in the interests of clients without any form of incentivization with an outside party.”

I love Greg’s observation, because it speaks to Grayhawk’s value proposition. The difference, in other words, between Grayhawk and virtually everyone else providing investment-management services to successful Canadian families.

Perhaps a more illustrative way to demonstrate our independence would be to compare building a wine collection and constructing a world-class investment portfolio.

In seeking a sommelier, one seeks a professional with solid training and experience, combined with a disciplined methodology and process. A proven track record and global reach are also essential. Ensuring alignment exists with one’s specific personal preferences would be another key.

One would look for someone who can evaluate and source all the best wine regions of the world—all varietals, terroir, vintages, and drinkability, with a sharp focus on potential long-term value. If the sommelier could bring an element of purchasing power through customer aggregation, that would also be additive.

Presumably one would want their sommelier to be free of bias and not affiliated with a particular regional winery, in an arrangement that included direct compensation.

Finally, imagine if, for about the same cost or less as the domestic option, one could hire the sommelier from a Michelin three-star restaurant. Would that not be an arrangement worth exploring?

The inherent benefits of independence are patently obvious in the sommelier example, but very poorly understood or acknowledged in the process of selecting a firm to manage one’s investments.

For over five years Grayhawk has been telling our story in a way that always starts with the independence of mind and action. That’s foundational to who we are. The primary importance of unbiased manager assessment and client-centric outcomes is something that makes us unique today.  

That’s the Grayhawk difference.

Michael Kaumeyer is the Co-Chief Executive Officer and Founder of Grayhawk. Interested in learning more? Please contact Mike at mkaumeyer@grayhawkwealth.com.

Grayhawk Welcomes Aurélie Jaclot to Growing Montreal Family Office

Montreal, October 14, 2020 – Following the announcement of a significant equity investment and strategic partnership in the company by Sagard Holdings, Grayhawk Wealth (“Grayhawk”) is proud to announce the addition of Aurélie Jaclot as Partner, Relationship Lead, Quebec. Aurélie has been working in the asset and wealth management industry for over 15 years with passion, tenacity and integrity, and will play a key role as Grayhawk expands its national reach to serve successful families in Quebec.

Prior to joining the Grayhawk team, Aurélie was Senior Vice-President at Lombard Odier, one of Switzerland’s most recognized private banks, where she led the French team in the London office. In her role, she brought a family office approach to support families in all their asset management reflections: from organization, structuring, investment, education, family governance to the integration of the next generations. Aurélie is convinced that education and networking can make a difference: she has developed innovative service offers aimed in particular for women and entrepreneurs.

“I have always wanted to simplify the lives of families in the often complex management of their wealth, and I am proud to represent Grayhawk in Quebec and deeply committed to developing strong and lasting ties with our families,” said Aurélie Jaclot.

Aurélie began her career in Europe with major institutions such as LVMH in London and Merrill Lynch. Aurélie later worked as a senior private banker at Pictet & Cie, the largest Swiss private bank, in Paris. There, she used her skills in wealth engineering and financial management to support different generations of wealthy families.

Aurélie studied at the Westminster Business School and the University Paris Dauphine. She also holds a degree in asset management from Wharton and has obtained the CSI accreditation in securities. Aurélie is also very active in her community, supporting Solving Kids Cancer and the Bibi Fund, two outstanding organizations that relentlessly support childhood cancer research.

“We are pleased to welcome Aurelie to our team. Her professionalism and outstanding career in the industry will allow us to quickly grow our business in Quebec and strengthen our relationships with families,” said Michael Kaumeyer, founder and co-Chief Executive Officer at Grayhawk.

About Grayhawk

Grayhawk Investment Strategies Inc. (“Grayhawk”) works with families with multi-generational wealth on their financial and human capital understanding that they need more than an investment plan, they need a strategy to build well-being that lasts. The company is guided by this mission to build trust with families that want to look to the future, and to benefit from the real value of wealth. Grayhawk serves successful Canadian families with custom portfolio management services, a family office hub and unique affinity partnerships from its offices in Calgary, Montreal and Toronto. For more information about Grayhawk, visit grayhawkwealth.com.

Grayhawk Investment Strategies Inc. 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:

Grayhawk
Jon Packer
T: +1 416.543.9179
E: jon@packerandco.com

Sagard Holdings
Adam Daifallah
T: +1 514.316.7089
E: media@sagardholdings.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’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 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 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 based on information currently available to Grayhawk.

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 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