Uncategorized

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

SOURCE Grayhawk Wealth

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

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’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.