News and Events

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 Appoints Grace Di Meo to Investment Management Lead, Quebec

Montreal, October 20, 2020 – Grayhawk Wealth (“Grayhawk”) is pleased to announce the appointment of Grace Di Meo as Partner, Investment Management Lead, Quebec. Grace joins the company’s growing Montreal office, bringing a vast knowledge of investment management, and experience in serving institutions and families in Quebec for over 30 years.

A highly qualified professional, skilled in asset management and investment advisory, Grace joins Grayhawk following a Portfolio Manager role at Giverny Capital.  Grace began her career in 1987 with an institutional portfolio management firm where she was a partner and co-managed the Fixed-Income portfolio strategy. She also held Executive Director and Senior Advisor positions at UBS Bank (Canada) assisting UHNW and Family Office clients.  At DNA Capital, she established the Quebec arm of an independent wealth management firm where she was responsible for public and private alternative investments.  Grace was a founding partner, CFO and Fixed-Income Portfolio Manager of a Canadian Multi-Family Office

“Every conversation I had with various members of the Grayhawk team, confirmed that I had found my professional home. Impeccable ethics, professionalism, transparency and dedication to families flowed through every exchange. Our interests were aligned.  As a second generation Italian Canadian, family is an integral part of my DNA.  I feel privileged and grateful to have the opportunity to contribute to the well-being of our Grayhawk families alongside the dedicated team which I now call “family” at Grayhawk,” said Grace Di Meo.

With strong family roots in Quebec, Grace is deeply committed to community involvement, sitting on the Board of Directors of La Fondation Jeunes en Tête, a foundation that focuses on the mental health well-being of adolescents.  She is also a board member of The Grands Ballets Canadiens and is a member of the Ball Committee of the McCord Museum.

“Grace represents an important appointment for our new office in Montreal. Her considerable investment management experience and passion for helping families will be an invaluable asset as we engage and work with successful families across Quebec and Atlantic Canada,” commented Michael Kaumeyer, Grayhawk founder and 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, 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

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

Grayhawk Announces Investment by Sagard Holdings

TORONTO, October 6, 2020 – Grayhawk Investment Strategies Inc. (“Grayhawk”) is pleased to announce a significant equity investment and strategic partnership in the company by Sagard Holdings (“Sagard”), the multi-strategy alternative asset manager, positioning Grayhawk for accelerated growth across the country.

Grayhawk’s differentiated high net worth platform, its independent, progressive approach to serving successful families across Canada and its fiduciary-led approach to wealth management that puts the families’ interests first is what attracted Sagard to the investment.

“We are thrilled to welcome Sagard as an equity partner. We believe that successful Canadian families deserve better options, and this partnership, together with our proven, fiduciary-led model and expanded and highly experienced management team, accelerates our mission to serve more successful families across Canada. Sagard represents one of the most important and respected financial networks in the world, and we welcome their trust in us to be the leading family wealth model in Canada,”

Michael Kaumeyer, Founder and Co-CEO of Grayhawk

Grayhawk was formed on the strength of an insight that families with multi-generational wealth need more than just an investment plan – they need a strategy to build well-being that lasts. The company has a differentiated model comprising portfolio management services, a family office hub, and innovative affinity partnerships, including a recently announced partnership with Four Seasons Hotels and Resorts. As the company continues its expansion, the Sagard partnership, and its long-term capital commitment, enables the company to leverage Sagard’s significant Canadian and global network and resources, and to offer more of the services that matter most to families.

“As I have come to know Mike, Pete and the Grayhawk team I have been drawn to their unique approach to working with families beyond financial capital, one that recognizes the value of broader and sustained family well-being, and the positive impact this can have across generations. I’m a strong believer that there is significant potential for growth and a new approach in the family office services space and look forward to working alongside the Grayhawk team to expand their innovative model to more families across Canada.”

Paul Desmarais III, Chairman and CEO, Sagard Holdings

About Sagard Holdings

Sagard Holdings is a multi-strategy alternative asset manager with professionals located in Montreal, Toronto, New York, San Francisco, Paris and Singapore. 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, private credit, royalties, and venture capital. Sagard Holdings was founded by Power Corporation of Canada in 2005 as a complement to its global investment holdings. For more information about Sagard, visit sagardholdings.com.

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.

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