Grayhawk Wealth Information

The idea of Grayhawk came from a series of simple insights about what really matters to families and the gap we knew we had to fill. In 2015 when we started speaking with successful people about managing wealth, we heard incredible stories: about families, their challenges and their dreams. We heard about the desire to look across generations to secure future success; we heard about the burden of complexity and the risk of missing out on opportunity. And we heard about trust – the desire to work in an open way, knowing that every decision was being made for their benefit. As an outcome, we formed Grayhawk to work with families with multi-generational wealth on their financial and human capital, understanding that they need more than an investment plan, they need a strategy to build well-being that lasts. We are guided by this mission to build trust with families that want to look to the future, and to benefit from the real value of wealth. Grayhawk serves successful Canadian families with custom investment management, family office and unique affinity services from its offices in Calgary, Montreal and Toronto.