Calgary, June 10, 2022 – Grayhawk Wealth (“Grayhawk”) is pleased to announce the appointment of David Beddis, CFA as Investment and Relationship Management Lead, Western Canada.
David will be based in Grayhawk’s Calgary Office and brings 20 years of investment management, capital markets and financial analysis experience to the firm.
“We are thrilled to have someone of David’s acumen and experience joining Grayhawk,” said Michael Kaumeyer, Founder & Co-Chief Executive Officer. “With his exceptional background in investment management, his familiarity with Western Canada, coupled with his authentic approach to working with clients and building trusted relationships, makes David a perfect fit.”
Prior to joining Grayhawk, David held the role of Vice President and Portfolio Manager with a national private investment management firm. Based in Calgary, he stewarded the full client experience, including on-boarding, portfolio construction and investment counsel. David began his career in 2002 at a major Canadian bank and continued to assume more senior level research analyst roles with several independent investment firms, focused primarily on the oil and gas sector. In these roles, David developed a deep understanding of capital markets and built strong working relationships with institutional portfolio managers, while learning the importance of forging trusted relationships withhis clients and providing exceptional service.
“Grayhawk’s mission is unique in what it offers its clients and it’s something I wanted to be a part of,” said David. ”The opportunity to partner with successful families and foundations and provide them with independent and objective investment advice and access to global opportunities, is the reason I joined Grayhawk. It’s a privilege to play a role in helping to steward a client’s wealth strategy and help them achieve their goals.”
Having grown up in Calgary, David’s career and personal experience in the Western Canadian marketplace will also contribute added value and perspective within Grayhawk. David is a Charter Financial Analyst (CFA) Charterholder and graduated with a Bachelor of Science in Mathematics and Economics from the University of Victoria.
About Grayhawk
As a Chief Investment Office, Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) works with successful Canadian families to provide personalized investment management services, curated to help position them to achieve their wealth goals and accelerate their impact.
Grayhawk Wealth has offices in Toronto, Calgary and Montreal and 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.
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.
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