Independent investment selection and advice means that you’re presented with options that are in your best interest, not subject to special incentives, ownership or fee structures that could create any conflict of interest.
A chief investment office is a team of investment specialists that creates and implements a comprehensive wealth plan. A chief investment office will take a holistic approach and help multiple generations assess their requirements in their own way so a comprehensive plan can be built that fits each member of the family.
We believe inter-generational wealth is a mindset and not a number. We define inter-generational wealth as means that are not required for the current generation, but can be targeted to benefit further family generations, causes and communities.
You’ll hear us talk a lot about the real value of wealth. The families we work with know that their happiness and harmony are about more than their investment portfolios, so we work with them to build around what well-being means to them. It can be about everything from physical and mental health, philanthropy and volunteering, travel and learning, or building community.
References herein to Grayhawk and/or Grayhawk Wealth refer to Grayhawk Investment Strategies Inc., which 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.