Toronto, September 6, 2024 – Grayhawk Wealth (“Grayhawk”) is delighted to announce the appointment of Philip Mariani, CPA, CIM and Lijun Angelina Chu, CPA, CFA to our team.
Philip Mariani joins us as an Associate Relationship Manager. Philip Mariani is a seasoned wealth management professional with a deep commitment to fostering strong, meaningful relationships with his clients. Currently serving as an Associate Relationship Manager at Grayhawk Wealth, Philip supports Senior Relationship Managers in providing comprehensive, client-focused wealth management solutions, particularly for multi-generational families.
His approach emphasizes deep client engagement and customized strategies that align with each client’s unique goals and aspirations. Before joining Grayhawk, Philip was an Associate at Jarislowsky, Fraser Limited, where he administered over $1.5 billion in assets and specialized in portfolio analysis, financial modeling, and strategic asset allocation. His prior experience includes building a holistic wealth management practice as a Wealth Advisor at IG Wealth Management and gaining expertise in tax law and financial analysis as a Tax Analyst at Deloitte. Philip holds CPA and CIM® designations along with a Bachelor’s Degree from Concordia University – John Molson School of Business. He is proficient in both English and French, enabling him to engage with a broad and diverse range of clientele.
He is actively involved in his community, serving on the Board of Directors for the John Abbott College Foundation and fundraising for the Thoracic Research Foundation of Montreal. He is also a proud member of the Canadian-Italian Business and Professional Association (CIBPA).
In his personal time, Philip enjoys traveling and participating in athletics with family and friends, particularly hockey, golf, and soccer.
Angelina Chu joins Grayhawk as a Senior Investment Analyst, bringing with her seven years of experience in investment management and capital markets. Before joining Grayhawk, Angelina managed private market investments, including funds and direct co-investments, for the family office and private foundation of a prominent entrepreneur. In this role, she was responsible for investment sourcing, research, due diligence, and portfolio management, while actively supporting the CIO in strategy development and asset allocation. Additionally, she contributed to investment research and analysis in public markets and the ESG/Impact investing space. Prior to that, she worked in Investment Valuation at CN Investment Division (CN Rail Pension) and in Risk Management at BNP Paribas.
Originally from China, Angelina left at the age of 18 to study abroad. She earned a Bachelor of Science (Hons.) in Accounting and Finance from University of Gloucestershire (UK), a Master of Finance from Saint Mary’s University in Halifax, NS, and is currently completing her thesis for a Master of Science in International Business at HEC Montréal. Angelina is a CPA and CFA charterholder and a member of the Montreal CFA Society and CPA Ontario. She lives in Montreal with her husband and enjoys jogging, yoga, and tennis.
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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