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.
Executive Assistant to Carolyn Cole
As Executive Assistant to the Head of Outsourced Family Office Service at Grayhawk, Madeleine Raad acts as the key liaison between clients, the team and Carolyn Cole. By working closely with all members of the Grayhawk team, Madeleine contributes to the overall efficiency of the organization by ensuring administrative processes are streamlined and effective, and Carolyn is prepared for her brisk schedule.
Madeleine studied at McMaster University in Hamilton, Ontario and obtained an Honours Bachelor of Arts degree with a major in Geography and Environmental Studies, a minor in Sustainability and a certificate in Business studies.
Throughout her undergraduate career, Madeleine was very involved in the McMaster/Hamilton community and has always been very passionate about giving back to others. This is demonstrated through her involvement with many charitable organizations such as the Canadian Cancer Society’s “Relay for Life” and Cystic Fibrosis Canada’s “Shinerama”. Madeleine has dedicated many hours of her time working towards enhancing the lives of undergraduate Social Sciences students at McMaster through her work within the Faculty of Social Sciences, working closely with the Dean, Associate Dean, and other Faculty staff.
From 2004-2012, Madeleine lived in Dubai, United Arab Emirates with her mother, father and two younger brothers; she was fortunate enough to be introduced to travel at a very young age and from this experience developed a craving for global travel. She has family in many different countries around the world and enjoys planning trips to spend quality time with her loved ones. Madeleine now lives in Oakville, Ontario with her family.
When Madeleine is not working you can find her learning new recipes, searching for fun local adventures and going for walks around town.
Engagement Coordinator, Liaison, Family Office
As Engagement Coordinator, Liaison, Lucy Ryan’s role is a key element to Family Office client delivery. Lucy works with the Family Office Leads to manage project deliverables, oversee the Family Hub Advisor Roster, and provide direct support to our Family Office clients.
Lucy studied at Carleton University in Ottawa and obtained a BA (Honours) in Criminology and Criminal Justice, with a concentration in Law and a minor in Human Rights and Social Justice. In her third year, Lucy participated in a study abroad program where she spent a semester studying at Macquarie University in Sydney, Australia.
During her studies, Lucy interned at Langevin Morris Smith LLP in Ottawa, where she was responsible for conducting legal research; creating concise minutes during trials; and appearing in court on behalf of the firm. After graduating, Lucy became a legal assistant at the firm and provided administrative support to a named partner and managed criminal, civil, and sports law files.
Lucy joined Grayhawk after launching her career in the Family Office space at Cole & Associates, where she was the Family Relationship Manager. There, she attended all client-facing meetings to track and advance deliverables and provided support to Family Office clients.
Lucy recently moved to Northern BC from Ottawa, so on the weekends she enjoys hiking, going on walks with her dog, Scout, and has recently taken up skiing!
Philanthropy Specialist, Liaison, Family Office
Bringing people together effectively to support a shared goal is my best day at work. At Grayhawk I do this with successful families across generations as well as with advisors and other partners. I have the privilege of ensuring family members access customized resources that suit their needs as individuals and support their goals as part of a family working hard to leave a legacy.
Lesley MacKinnon is the Philanthropy Specialist, Liaison, Family Office, leading family philanthropy programs and providing direct support to Family Office advisors and clients for the delivery of outsourced family office services. Born and raised in Calgary, Lesley began her career as a Parliamentary Page in Canada’s House of Commons (with many thanks to her French Immersion education) and stayed in Ottawa to complete both a BA (Honours) in Global Politics and Women’s and Gender Studies and an MA in Political Economy from Carleton University. She also completed a certification in international microfinance from the Frankfurt School of Finance and Management after an internship in Bangladesh at the Grameen Bank.
Following five years of research spanning topics such as social finance and impact investing, social innovation, and community change in Ottawa and Calgary, Lesley moved into the non-profit sector as part of the donor relations team at United Way of Calgary and area. For three years she managed the giving portfolios of high net worth philanthropists investing in the causes that are most important to them and their families. In addition to contributing to many ongoing initiatives that benefit the Calgary community, this work uncovered a passion for collaborating with successful families to achieve their goals across generations. She joined Grayhawk after a year leading the Fig Tree Foundation, a small charitable foundation supporting Calgary-based international development organizations.
With inescapable roots in the community, Lesley currently serves on the Board of Directors for Volunteer Alberta and as an advisor with a development project in Tanzania. She continues a lifelong passion for reading and journaling alongside a rotating list of creative outlets that spans furniture upcycling to painting and photography. She loves to travel for amazing concerts and hopes to enjoy an international yoga retreat soon. In the meantime, she will continue exploring the city with her dog and taking advantage of extra time with her family.
Executive Assistant to Co-Chief Executive Officers 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 our co-CEOs Michael Kaumeyer and Peter Mann. She is a trusted partner who supports our co-CEOs by increasing their business productivity and keeping them 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.”
Porfolio 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.
Finance Lead Direct: 587 355 4112
Having spent many years compounding my financial skills and knowledge, I believe it is essential to nurture relationships with my Grayhawk family through the sharing of information. Working at Grayhawk allows me to share knowledge and experience with my team who then leverage it to meet our overall philosophy of resilience.
Deborah Dale is our Finance Lead who works to maintain the financial records of Grayhawk and uphold a robust process. Deborah believes that working in alignment with Canadian families and exceptional professionals has accelerated her career to new heights, and she values the dynamic communication between Grayhawk team members.
Deborah has garnered 25 years of experience in both the public and private sectors, and leveraged her knowledge in accounting, as well as personal and corporate tax, into a chief financial officer role for a single-family office. During this time Deborah had the unique experience to work closely with generation two and three, as well as watching generation four mature. The experience provided her with a great deal of insight into integrating tax, accounting, financial planning and legal operations for a family office.
Prior to joining Grayhawk, Deborah has been applying her skills to many enterprises in a multi-family office where she was able to add to her knowledge in trusts and estates by taking STEP courses. Deborah also holds a CSC certificate from the Canadian Securities Institute.
Deborah lives in Calgary with her husband and assortment of poodles. Along with her passion for quilting, Deborah believes in nurturing her relationships with friends and family through her love of cooking. Deborah actively volunteers with the Highbanks Society providing tax support to the residents in her spare time, along with volunteering at St. Bernadette’s church.
Client Services Associate Direct: 587 355 4112
Aidan Peacock is a Client Services Associate who works on Grayhawk’s Operations team to deliver a unique support experience to our network of families. Aidan is especially passionate about educating and assisting our client’s younger generations to fully achieve their investment needs.
Aidan received his Bachelor of Commerce, Finance from the Haskayne School of Business at the University of Calgary and is continuing his education in the field of finance as a CFA Candidate. He was very involved in several clubs while in university, including as President of the Sports Management Society and VP Finance of Finesse Wealth Management. Since joining Grayhawk, his interests have expanded from the broad field of finance and capital markets, to wealth management and the education of financial literacy.
Prior to joining Grayhawk, Aidan held internships in the energy sector and wealth management field where he developed his skills in financial analysis, communication, and networking. He also spent time in the customer service industry.
Aidan was born and raised in Calgary and enjoys all the entertainment and culture the city has to offer. He has a passion for baseball, and is involved in many levels, including as a player and coaching youth of all ages.
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.
I believe that success is the sum of many small efforts focused on changing both our own lives and improving the lives of those around us, whether that be personally or professionally. It starts with a curiosity and a desire to find better ways of doing things.
With a team of committed and talented people, working at Grayhawk allows me to find a better way to build an optimal path forward that balances cost, governance and control. Focused on efficient operations with an entrepreneurial spirit, I deliver effective financial support to our business. This creates sustainable value to our business and our partner families.
Cecilia Wang is Grayhawk’s Corporate Controller, responsible for the day-to-day functions and operational processes in the finance department.
Cecilia brings 18 years of experience in the financial services and alternative investment industry to the Grayhawk team. After 7 years of offshore experience in the Cayman Islands, Cecilia assumed increasingly senior roles in financial operations and performance analysis with large financial institutions in Canada. Cecilia is focused on improving operational efficiency, transforming legacy systems and technology and providing financial information that is accurate, transparent, and timely.
Cecilia is passionate about new technologies, new ideas and new ways of thinking. She finds it rewarding to apply the right technology or leverage new or existing tools, to simplify or redesign processes to improve efficiency. Cecilia believes that sharing relevant financial data and analytics is important in interdepartmental collaboration. It often provides useful insight for better business decisions.
Cecilia holds a CPA, CA designation and is a member of the Chartered Professional Accountants of Ontario. She has an Honors of Business Administration degree from the Ivey School of Business at the University of Western Ontario.
Cecilia lives in Markham with her husband and two daughters.
Operations Lead Direct: 587 355 4114
As part of the Grayhawk team I am continuously improving efficient and robust processes within the business. Working alongside a brilliant team that I genuinely enjoy spending time with, I also have the pleasure of partnering with extraordinary families to assist them in successfully leaving behind great legacies.
Mandy Basa is an Operations Lead who delivers quality legacy management through the execution of creating and innovating robust processes. Mandy believes in supporting deep relationships through continuous improvement to partner with successful Canadian families and family offices.
Mandy began her career at ScotiaMcleod where she spent 12 years supporting successful Canadian families, managing all portfolio management administrative functions. Mandy then joined a small business, tackling its organizational needs, where she spent two years creating and developing the structure of the business to allow it grow.
Prior to joining Grayhawk, Mandy worked with ATB Investment Management on the Operations team focusing on portfolio accounting functions and maintaining a robust process. During her three years at ATB she made a difference by leading many initiatives to improve and align business processes.
Mandy graduated from the University of Calgary with a Degree in Economics. She continues on her path of learning, recently taking project management courses, and is an avid reader of books on business and leadership. Outside of the office, you might find Mandy with her family on the Calgary paths running with her dog, hiking in the mountains, or watching a movie. Come holiday time, Mandy loves to spread the Christmas cheer by adopting a family each year to help provide a true holiday experience for a family in need.