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It starts with a relationship built on trust

We understand that family relationships can be complex and are always multifaceted. It is why we believe in building deep and enduring relationships with every generation.

We begin by spending time with each member to listen to their unique goals, needs and objectives. We continue to work with you individually and as a unit.

We believe this is core to enabling our mission of empowering you to achieve your wealth goals.

As your Chief Investment Office, it’s imperative that we understand the vision for your family and your wealth. There are two key components to this journey of intergenerational wealth transfer – both the human and financial. They are both required to be understood to be successful. And as your independent advisor, we ask purposeful questions to ensure our advice is rooted in what’s best for you and your family.

The Grayhawk team consists of a uniquely talented and dedicated group of experts who see this work as core to who they are. And they understand the role they play in working with you and for you.

After completing this deep discovery process, our team will use their experience and expertise to curate a holistic wealth plan designed uniquely for you. Our investment team will work to understand your risk profile along with current commitments and allocations so we can find the right opportunities for you and fill in any gaps within your portfolio. With no product to sell, our sole mission is to bring an independent perspective to create the optimal portfolio for you, with opportunities not typically available to the private investor.

We are committed to simplifying the communication and administration around managing your wealth plan. That means we provide one point of contact, a compliant structure for Canadian tax-payers and a consolidated portfolio report that brings all of your investments together for better clarity. Your family’s team will ensure we remove the complexity and simplify your experience.

Our mission is clear. Our commitment to you is to build a relationship based on trust that allows us to curate a holistic wealth strategy, empowering you to crystalize your personal vision of impact.

Your experience as a client

Connecting to your family

A dedicated Grayhawk team for your family
A clearly-defined client service plan
Quarterly portfolio reviews
A trusted partner for all members of the family

Connecting to our ecosystem

Connecting families
Facilitating coordination with your advisors
Introduction of new advisors
Creating new investment / business opportunities
Thought leaderships events

Building family knowledge

Bi-weekly insights
Financial literacy sessions
Thought leadership pieces based on your goals and needs
Cybersecurity program for families