staff

Our people are all here because they believe in what we do – each with their own story about why our mission matters to them. Please get to know our team.

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Priya Sharma

Senior Administrative Associate

My passion is to set others up for success. Working with the Relationship Leads and the families they serve, I have the opportunity to do this every day. It is an honour and a privilege to be working with the dedicated, passionate, and sophisticated professionals at Grayhawk. As someone who values client relationships and family above all else, there is no place I’d rather be.

Priya Sharma is the Senior Administrative Associate primarily working with Grayhawk’s Ontario-based Relationship Leads, Roxana Tavana and Julie Cowan. Priya supports the Relationship and Senior Leadership Teams by liaising with Grayhawk’s clients, providing administrative support, assisting with strategic initiatives, and actively implementing streamlined processes.

Priya has over 13 years’ administrative experience including 5 years at RBC, where she was encouraged to pursue a career in senior level support. Most recently, Priya was an Executive Assistant at a leading wealth management firm where she led the implementation of Salesforce practices for her region and created end-to-end processes to improve compliance and efficiency.

Priya holds a Bachelor of Science from the University of Toronto with a major in Cognitive Psychology. Her interest in how people behave and interact with one another is one of the reasons Priya excels in her support and client-facing roles.

When possible, Priya loves to travel. She has been all around the world and her love of animals has a South African safari as the next trip on her bucket list. In her downtime, Priya enjoys weekend trips to Niagara-on-the-Lake and checking out new and exciting areas to hike.

Priya is recently engaged and lives in Thornhill with her fiancé, Erik.

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Kelly Francis

Executive Assistant to Peter Mann Direct: 647 490 9900

Helping our co-CEOs be productive and effective at delivering the best possible outcomes for our families is my passion. I consider it an honour to support Michael and Peter. I am inspired daily by their passion for nurturing lasting relationships with our families by creating unique legacies with meaningful impact that will last for generations to come.

Kelly Francis is the Executive Assistant to Peter Mann. She is a trusted partner who supports our co-CEO by increasing his business productivity and keeping him organized. Kelly is naturally gifted in helping others.

Kelly began her career with Royal Bank of Canada for 10 years progressing to Manager, Personal Banking where she helped many successful Canadian families with their financial needs. More recently, Kelly spent the last 9 years with Four Seasons Hotels and Resorts where she honed her executive assistant skills while supporting a member of the Executive Leadership Team.

Kelly holds a Bachelor of Arts degree from Nipissing University with a major in English and a minor in Sociology. She is mom to an adult daughter. They are very close and together enjoy travelling to Europe, exploring the food scene in Toronto and abroad, attending live theatre productions and are season ticket holders to the Canadian Opera Company. Kelly is passionate about helping orphans in Africa and played a key role in the formation of the charity “Heart for Africa.”

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Naveed Akbar

Financial Analyst

“I define success as a balance between personal and professional life with peace of mind at the end of the day. Providing peace of mind to our clients and making sure their goals are achieved is an immense success. Working at Grayhawk allows me to be part of a process to helps families grow and I feel honored to be part of such a talented team.”

Naveed joined Grayhawk as a Financial Analyst and plays important role in the Finance Department.

Prior to joining Grayhawk, Naveed handled accounting responsibilities across many different industries (construction, banking, food, law) bringing with him experience and understanding of multiple sectors. He is very adaptive, a fast learner and always looking to share his ideas to improve accounting processes. He has lived in the Middle East, studied in the UK and now lives in Canada. Having traveled so much at a young age, Naveed has family & friends in many countries around the world which has made him interested in learning different cultures and history.

Naveed is an ACCA Finalist (Association of Chartered Certified Accountants) and holds an Advanced diploma in Accounting & Business (awarded by ACCA). Naveed received his Bachelor’s in Applied Accounting from Oxford Brook University.

Naveed is a proud father and an amazing husband who lives in Mississauga with his family.

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Michael Pires

Portfolio Administrator Direct: 587 355 3469

Working at Grayhawk allows me to not only do meaningful work for our families, but actually watch the firm grow with the growing legacies. Working with such a close-knit group that is focused on our overall strategy, nothing we do here is insignificant. No matter how small the task, it plays an integral part in the company.

Mike Pires is a Portfolio Administrator who works with Grayhawk’s Client Services team to support diverse family needs. Mike believes hard work paired with positivity creates happiness in life that transcends through his work.

Mike has gained experience through University of Calgary’s club activities including acting as VP Finance for the Human Resources Club. He also held a summer internship at BDC in security and disbursement.

Mike is a fourth year Finance Student at the University of Calgary, Haskayne School of Business and has held leadership roles in the Human Resources, Real Estate Club and Campus Tours. Mike has taken multiple courses on top of his formal education through Wall Street Prep and continues to build on his operational and technical knowledge.

Residing in Calgary, Mike lives an active lifestyle by exercising and hiking on sunny weekends. He is an active community member taking part in many events in the city and loves to travel to experience new cultures.

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Carmen De Pena

Operations Associate

Having the opportunity to make a lasting impact on families’ lives makes my work that much more rewarding. Understanding that financial security is a cross-generational issue and providing comprehensive solutions to clients through every stage of their lives are what makes Grayhawk so special. I feel privileged of being part of a talented team that strives for excellence and the well-being of Canadian families.

Carmen is an Operations Associate at Grayhawk. She brings over five years of experience working in various asset classes, including fixed income, private equity, and pooled funds. Passionate about innovation, Carmen is constantly seeking new and creative ways of solving complex problems to generate value and deliver high-quality services to clients. Deeply inspired by Grayhawk’s mission, she joined the operations team committed to helping families grow and protect their legacy.

She started her career as an Investment Analyst at a leading brokerage firm in the Dominican Republic, serving institutions and high net-worth clients. She later became the Sub Manager of Operations, where she helped lead an organizational restructuring designed to improve the firm’s operational efficiency and increase productivity.

Carmen moved to Boston in 2016 to pursue a dual master’s degree in International Business & Finance and graduated with honors. Upon graduation, she joined a lead US financial services firm as a Fund Accountant and was responsible for managing operations and financial accounting for some of the world’s largest asset management firms. She was recognized for implementing new programs that improved monthly and quarterly reconciliation procedures.

Prior to joining Grayhawk, Carmen worked as an Investment Operations Analyst for a Canadian investment management firm that focuses on delivering disruptive innovation technology investment strategies. In this role, she managed the daily operations of six actively managed exchange-traded funds.

She holds a master’s degree in Finance, International Business, Taxation, and a bachelor’s degree in Economics.

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Ben MacLaren

Senior Research Analyst

Successfully working towards long-term financial goals for clients within the pension industry has been an absolute pleasure. I am looking forward to bringing my skillset and passion to Grayhawk, helping to create portfolios that meet the long-term needs of our partner families.

As Senior Research Analyst, Ben MacLaren focuses on portfolio construction, investment research and strategy, primarily in relation to private investments. Ben brings 12 years of institutional buyside investment management experience, 10 of which were in private investments.

Previously, Ben was a Director, Private Equity at a large Western Canadian pension fund, where he performed a similar function, concentrating on prudent asset selection and portfolio construction. Prior to working in private investments, Ben worked on the public equity desk of an Atlantic Canadian pension fund, executing trades and formulating investment ideas.

Originally from Halifax, Ben enjoys the outdoors, and spending quality time with friends and family.

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Steven Lam

CFA, CIPM Associate Portfolio Manager & Research Analyst Direct: 647 556 2317

As a problem solver by nature, Grayhawk provides me with the opportunity to not only do what I love to do, but work with families to help navigate their diverse legacy needs. Having a deep understanding of our families’ financial aspirations not only guides our strategy but allows me to go above and beyond to find the best solution for each family.

Steven Lam is an Associate Portfolio Manager & Research Analyst who works at Grayhawk performing due diligence and monitoring fund managers to ensure operational functions follow a robust process. Steven believes that proactively anticipating the needs of our clients and being prompt in communication are fundamental to long-term partnerships. It is these shared values with Grayhawk that allow him to help families navigate the complexities involved with wealth management and to build valuable ongoing relationships.

Steven has gained invaluable experience working at UBS Asset Management where he was responsible for the accounting and monthly reporting of performance metrics of investment portfolios for fund managers and family offices. It was during his time there that Steven learned the importance of aligning families’ values and interests with the work he was performing.

Steven received his Bachelor of Business Administration from the Schulich School of Business at York University. He is a Chartered Financial Analyst (CFA) charter-holder and also holds the Certificate in Investment Performance Measurement (CIPM). Steven is a member of the Toronto CFA Society.

Steven lives in Toronto and upholds an active lifestyle involving participation in recreational sports. He also is continually discovering new methods of improving performance with weight training activities.

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Aurelien Waguela

Associate, Client Operations

Aurelien Waguela is an Operations Associate at Grayhawk and has been working in the financial industry for over 10 years. Throughout his career, he learned the most important aspect of this industry is trust and transparency. By providing excellent customer service, he was able to see the direct impact on the client’s experience.

Before joining Grayhawk, Aurelien was an investment associate at a major Canadian bank, where he was responsible for all client onboarding, client service, and trading and settlement.

Aurelien obtained his Bachelor in Finance and is currently studying to get his MBA. He lives in Montreal and loves running and spending time with his family.

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Darmidy Goodine

Client Operations Associate 1 877 655 9951

Darmidy brings over 10 years of experience in banking, wealth management, and administrative excellence to her role at Grayhawk. A natural problem solver, she enjoys looking for innovative solutions and proactively anticipates client needs. Darmidy is a dedicated team player, often found taking the lead on deliverables and working to develop and strengthen relationships. Providing exceptional client service is at the forefront of her every interaction.

Prior to joining Grayhawk, Darmidy worked for a large brokerage firm where she was responsible for the implementation of practices and organizational structures that allowed her teams to operate more efficiently and collaboratively. She developed processes and workflows to streamline the day-to-day administrative functions and automated tasks to ensure consistency and accuracy.

Darmidy is a graduate of the University of Windsor with an Honours degree in International Relations and Development Studies. In her spare time, you can find her playing hockey, working on her amateur photography, or planning her next travel adventure.

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Suela Durraj

Finance Manager 1 877 655 9951

Suela has joined the Grayhawk team as Finance Manager tending to day-to-day, full cycle accounting functions.

Suela brings over 15 years of accounting and taxation experience holding various finance positions with large and smaller sized enterprises alike. Her exposure spans across real estate, healthcare infrastructure & planning and, most recently, wealth management with prominent Toronto families. Suela is devoted to exploring processes beyond habituated patterns and seizes every opportunity to learn and grow professionally. She is eager to collaborate with colleagues in sharing ideas, information and experience toward setting and accomplishing organizational goals.

Suela’s educational journey began with the pursuit of a law degree in Albania. This passion quickly transitioned to accounting studies, which she pursued for several years. Suela is a member of the Chartered Professional Accountants of Ontario and she holds a CPA, CGA designation.

She lives in Toronto with her husband and daughter. Outside of work, Suela enjoys travelling and scoping out fabrics for her fashion/interior design projects.