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“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.

By Michael Kaumeyer
Founder and Co-Chief Executive Officer

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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