• Bird’s Eye View

    We design and implement tailored investment strategies for high net worth families

    Our strategies are inspired by, and provide the fuel for

    The life you want to live

    The legacy you want to leave

     

What we do

We take you through a simple process of bringing your vision to life – the lifestyle you want, the amount of your wealth to be transferred to family, and any legacy or charitable goals you have. Our job is to help enable your wealth to fuel what’s important to you and brings you happiness. We work with you to decide how and when your resources will be used, where they will be expended, and most importantly…Why

Now that we have helped you create a clear vision for your life and legacy, we can design a set of blueprints to help you achieve that vision. These blueprints provide clarity on exactly how much of your wealth will be invested in different types of assets from public companies to private ones, high yield bonds to real estate, and in what parts of the world – from Hong Kong to Toronto.

We utilize a detailed process to select the investment managers that we feel will deliver the best performance to you. We conduct extensive due diligence when selecting our investment managers. We review their performance data, due diligence questionnaires and operations in face to face meetings. At the culmination of this process we select what we believe to be an outstanding team from amongst the best investment managers in the industry to start implementing the design we created for you and turn your plan into reality.

The world of investing can be complex and full of jargon – it doesn’t have to be, and we can help simplify it. Throughout the process we assist you and your family to become better informed investors. We keep you connected to what we are doing and why we are doing it. We prepare you for what the journey ahead will feel like so you can stick with your strategy.

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We provide simple, clear targets and a dashboard to measure your progress. We help you understand how your portfolio is performing against your targets, against other portfolios like yours, and how your team of managers is doing against their peers.

What we stand for

The most important equation in investing

diagram_trust

“CHARACTER includes
your integrity, your motive, your intent with people

COMPETENCE includes
your capabilities, your skills, your track record”

Stephen R Covey

Who we are

Sheldon Dyck

CEO and Chief Investment Officer

BOARD AND EXECUTIVE

SHELDON DYCK is an entrepreneur and investment architect.

Sheldon was previously the founder and CEO of an Alberta based wealth management, firm he created and led for more than a decade. Under Sheldon’s leadership the firm grew its assets under management from $0 to over $10 billion1. Sheldon also designed, managed and was Chief Investment Officer for the family of portfolio funds managed by the firm which won numerous industry awards2. His career adventures have ranged from starting a successful clothing store to rescuing an ailing business bank.

Sheldon is a Chartered Financial Analyst (CFA), an alumnus of the Harvard Business School, Red Deer College, and a member of Mensa. He has served as a board member for the Investment Industry Regulatory Organization of Canada (IIROC), the Calgary Zoo, CGA Alberta, and is currently a board member of the Edge School Foundation.

He spends time educating the public on how to succeed financially, championing new ways of working, and challenging business leaders to develop cultures of mastery. He speaks at events around the world, is a frequent contributor to the Huffington Post, and has been the featured guest on BNN several times to discuss investment industry-leading initiatives.

When he isn’t traveling on business, Sheldon spends time in Calgary and San Francisco. He enjoys golf, triathlons, and exploring the world with his family. You can follow Sheldon’s adventures on his Twitter account @sheldondyck

  1. “Interim Condensed Consolidated Statement of Financial Position” (ATB Financial, page 25)
  2. “Lipper Awards Group 2014”, “Lipper Awards Fund 2014”, “Fundgrade Awards 2014”,
    “Lipper Awards Group 2013”, “Lipper Awards Fund 2013”, “Fundgrade Awards 2013”

Michael Kaumeyer

Chief Relationship Officer

MICHAEL KAUMEYER is a relationship management specialist, as well as a sales and marketing strategist.

Michael has worked in the investment and insurance industries for over 10 years, including a role as Business Development Officer and Relationship Lead for one of Canada’s largest financial institutions. It was during that time when Michael first became aware that so many successful individuals and families were not being exposed to the kind of planning that could deliver enhanced results. It led him to create a new firm called Strategy Partners, dedicated to understanding clients’ objectives and then working with best-in-class tax and insurance experts to deliver solutions.

Michael has developed a unique ability to communicate and explain complicated financial solutions and strategies in simple language, which is essential for client understanding of the strategic advice we offer. Michael is a seasoned entrepreneur. After graduating from the University of Alberta he spent seven years expanding his own beverage business into an operation with nation-wide distribution. Following that, he was a senior executive for 7 years, which has allowed him to understand the challenges of both entrepreneurs and executives. Michael recently completed the Institute of Family Enterprise Advisors course and received the FEA designation.

Michael has an abiding interest in the links between food and human connections and the quality of relationships fostered over mealtimes. In 2014 he founded “Harvest Moon,” an evening of good food, music and community hosted at his 7K Panorama Ranch. This annual event raises awareness and funds for Community Food Centres Canada. Michael is currently a board member of Shawnigan Lake School, a Calgary Reads Champion, and is a past board member of the Leighton Art Centre, Social Venture Partners and Decidedly Jazz Danceworks.

Michael enjoys spending his spare time at his ranch and country house with his wife and two sons.

Brad Shaw

Advisory Board

BRAD SHAW is Chief Executive Officer, Shaw Communications Inc.

Since 2010, Brad Shaw has led the transformation of Shaw Communications from a Western-based cable company to Canada’s leading network and content experience company. Brad was instrumental in building Shaw Direct into one of North America’s leading direct-to-home satellite television providers and played a key role in the launch of Shaw’s Home Phone service in 2005. In 2010, Brad spearheaded the acquisition and integration of Shaw Media  — which includes Global Television and 19 of the country’s most popular specialty networks including HGTV Canada, Food Network Canada, and HISTORY® — and led the company’s 2014 acquisition and integration of Denver-based ViaWest, the largest & private leading provider of hybrid cloud and colocation solutions in North America.

Under Mr. Shaw’s leadership, Shaw Communications has been recognized among Canada’s Top 100 Employers (2013), The Financial Post’s Ten Best Companies to Work For (2013), Canada’s Best Diversity Employers (2014) and Alberta’s Top 65 Employers (2013, 2014).

Brad sits on the board of directors of CableLabs, an international non-profit research and development consortium dedicated to creating innovative ideas in the cable industry. Active in his community, Brad sits on the Patrons’ Council of the Alberta Children’s Hospital Foundation, and was instrumental in the success of Calgary’s Shaw Charity Classic, one of the pre-eminent stops on the PGA TOUR’s Champions Tour. Brad lives in Calgary with his wife and four children where he supports a number of charities and cheers on his children in all their activities.

Cody Church

Advisory Board

CODY CHURCH is Senior Managing Director, TriWest Capital Partners.

Cody co-founded TriWest Capital Partners in 1998. TriWest has raised over $ 1.25 billion dollars over the past 17 years and invested in 32 companies, the vast majority of which were headquartered in Western Canada. In January 2015 TriWest closed their fifth fund with total capital commitments of $500 million. TriWest combines exceptional operating experience with financial expertise to work with their management partners at the portfolio companies. Cody has been deeply involved with many of TriWest’s portfolio investments with special emphasis on the valuation, financing, structuring and negotiation of these investments.

From 1995 to 1997 Cody was with EXOR America, a New York-based private equity firm. Prior to joining EXOR, Cody was a member of the Leveraged Finance Group of Credit Suisse First Boston where he worked with financial buyers in areas of acquisition and divestiture, high yield bonds, IPOs and refinancings. Cody graduated cum laude from Harvard University with a Bachelor of Economics, and was named “Top 40 under 40” in 2011.

Greg Burrows

Advisory Board

GREG BURROWS leads the Mara Family Office

Since 2009, Greg has run a $300 million Calgary based single family office. Greg was the Chief Financial Officer of the family’s operating business, ARAM Group of Companies, from 2006 to 2009 and he led them through a successful liquidity event. ARAM was an oil and gas technology company that manufactured a proprietary seismic recording system used in oil and gas exploration.  ARAM grew from a Canadian business to an international player with sales offices in Houston, Beijing, Moscow and Dubai.

Before ARAM, Greg was the CFO for a private equity backed junior oil & gas company.  Greg also has 10 years of mergers & acquisitions experience primarily as a Senior Manager and Director in Transaction Services at PricewaterhouseCoopers and was involved in more than 50 transactions.

Greg grew up in Saskatchewan, holds a Degree from the University of Regina and is a Chartered Accountant.  Greg most recently completed the Family Enterprise Advisor (FEA) designation. He spent  three years in Wellington, New Zealand before calling Calgary home.  Greg enjoys spending time with his family and keeping active, including being a four time Ironman triathlete.  Greg enjoys getting involved with his children’s teams as a Hockey Canada certified coach.

Jeff McCaig

Advisory Board

JEFFREY J. MCCAIG is Chairman of the Trimac Transportation group of companies.

Trimac is one of the largest providers of bulk trucking services in North America and also provides complementary logistics services, including transload facility operations, distribution management, and freight brokerage. Jeff has been with the Trimac Group of Companies since August 1983. He became President of Trimac Corporation in May 1990 and Chief Executive Officer in July 1994. Prior to Joining Trimac in 1983, Mr. McCaig practiced law in Calgary, first as an associate of MacKimmie Matthews, then through Jeffrey J. McCaig Professional Corporation, focusing on corporate financing and securities. He continues to be a member of the Law Society of Alberta.

In addition to being a director and Chairman of the Boards of the Trimac group of companies, Jeff is a director and Chairman of Bantrel Co., an engineering, procurement and construction company in the energy sector and a director and co-owner of the Calgary Flames Hockey Club. Jeff also serves as Chairman of the Flames Foundation For Life.

Jeff is a member of several Canadian and American industry associations relating to the trucking industry and is Past Chairman of the National Tank Truck Carriers Association in Washington, DC. He obtained his undergraduate degree in Economics from Harvard; his law degree from Osgoode Hall Law School in Toronto, Canada; and his Master of Science in Management degree from the Sloan Program, Stanford University. Jeff is married with three grown children and resides in Calgary, Alberta, Canada as well as Houston, Texas.

Darrell Oswald

Advisory Board

DARRELL OSWALD, C.A., CFA has over 25 years experience in the investment industry.

He joined Phillips Hager and North Investment Management Ltd (PHN) in 1993, one of Canada‘s preeminent money management firms.

From 1997 — 2008 Darrell was the Managing Partner of the High Net Worth discretionary group, one of the firm‘s 3 operating divisions, as well as a member of the 5 person operating committee. The firm grew to be Canada’s largest independent money manager, managing in excess of $80 billion.

In 2008 the firm was acquired by the Royal Bank of Canada and he became the co-President of RBC Phillips Hager & North Investment Counsel. He played a key role in merging the two discretionary firms, establishing the operating foundation for the new combined firm. In late 2010 once the new foundation was laid, he stepped down from his leadership role and retired in 2012. Since 2012 Darrell has focused on advising and investing in private companies and working with non—profit and charitable organizations. Darrell has worked on a number of Boards and has served as Chair of Finance.

Darrell lives on the beautiful coastline of Vancouver Island with his wife, Robin.

Allison Comeau

Chief Operating Officer

ALLISON COMEAU is an operational and efficiency specialist.

Allison has been combining business and technology expertise to lead transformative change from start-up companies through large organizations. Her adventures have crossed multiple industries and continents, in the areas of organizational design, process optimization, infrastructure and technology implementations for the last 20+ years. She has spent most of the last decade at an Alberta based wealth management firm as the Head of Transformation and Technology to lead initiatives that transformed the organization into a firm with over $10 billion in assets under management.

Her overall experience includes oil & gas, utilities, telecom, and hospitality which led to the development of her overall approach to transformation. Allison has created and implemented a change methodology that focuses on the importance of discovery and design as the keys to a successful implementation.

Allison started her educational journey in social work at the University of Calgary and is a committed lifelong learner with her latest certification obtained in July through the PROSCI change management course. In her spare time, Allison can be found outdoors – golfing with her husband, skiing with her family, or hiking with her dogs

Darren Gross

General Counsel and Chief Compliance Officer

DARREN J. GROSS is a legal, regulatory and compliance veteran.

After being called to the Alberta bar Darren represented the City of Calgary in many diverse litigation scenarios. After time at both the Alberta Securities Commission and the Investment Dealers Association of Canada (now IIROC) as an Enforcement Counsel, he began a career of almost ten years at ATB Investor Services filling such roles as Sr. Securities Regulatory Counsel, Risk Manager, Registrations Lead and culminating in the role of Chief Compliance Officer of ATB Investment Management Inc. A Portfolio Manager and Investment Fund Manager who operated as the manager of the Compass family of portfolio funds.

Darren has his law degree from Queen’s University as well as a Bachelor of Education from the University of Alberta and a Bachelor of Administrative Studies from York University. He has also completed the Canadian Securities Course, the Chief Compliance Officers Course, the Partners, Directors and Officers course, the Conduct and Practices Handbook course and the Branch Managers Course.

Darren enjoys spending his spare time volunteering with the Leadership Team of the South Bow River Softball association and coaching fastball and ringette. He loves camping with his wife and two daughters and dog, Dixie.

Jeff House

Director and Senior Investment Counsellor

JEFF HOUSE has been working in the investment industry and advising wealthy families on how to achieve their life and investment goals for over a decade. Prior to joining Grayhawk Investment Strategies, Jeff spent over eight years with ATB Investment Management looking after a group of client families with assets of over $500 million.

Jeff has also spent time working as an Investment Counsellor with TE Wealth and as a Portfolio Manager Associate with Phillips, Hager & North. Jeff has the Chartered Financial Analyst (CFA) designation, and is a member of the Calgary CFA Society. He attended the University of Alberta’s School of Business, where he graduated with distinction.

Ankit Singhal

Director and Investment Counsellor

ANKIT SINGHAL is an investment counsellor and client relationship specialist.

Ankit has extensive experience working with high net worth families and institutions to design and execute comprehensive investment strategies to achieve their investment goals. He is a trusted advisor and confidante to his numerous high net worth clientele. Prior to his career in the investment industry, he worked as a senior technology consultant with a multi billion-dollar global firm in the European Union.

Ankit has the Chartered Financial Analyst (CFA) designation, and is a member of the Toronto CFA Society. He earned his Master of Business Administration (MBA) degree from the Rotman School of Management at the University of Toronto, where he graduated among the top 10% of his class. He has passed the Canadian Securities Course (CSC), and is registered with the provincial securities regulators. Ankit also holds a bachelor’s degree and a master’s degree in engineering from India.

In his spare time Ankit enjoys catching up on good movies and travelling with his wife and two daughters.

Marc Roston

Senior Advisor, Investment Strategy

MARC ROSTON is a senior investment advisor specializing in hedge funds, private equity and insurance related investments.

Marc has over 18 years’ experience in the asset management industry, having held senior investment roles in alternative investing, investment strategy and asset allocation. Since 2009, Marc has advised financial institutions large and small on a diverse range of investment activities, with a particular emphasis on hedge funds, private equity and insurance related investments. He was a Managing Director at Silver Creek Capital Management, a $10 billion alternative investment firm based in Seattle, WA and was a portfolio manager in McKinsey’s investment office.

Mr. Roston holds a PhD in Economics from the University of Chicago.  He completed his undergraduate degree at Carnegie Mellon University.

Deborah Dale

Finance Lead

DEBORAH DALE has 25 years of family office experience gives her a unique perspective to her role in finance at Grayhawk. Her career in accounting started out in public practice working primarily in owner manager enterprises and ranching operations. Deborah was able to leverage her knowledge in accounting as well as personal and corporate tax into a chief financial officer role for a single family office. After taking the Canadian Securities course in 1993, she became adept at reporting investments for both financial and tax purposes. Deborah was fortunate to work closely with generation two and three as well as watching generation four mature. The experience provided her with a great deal of insight into integrating tax, accounting, financial planning and legal for a family office.

Prior to joining Grayhawk, Deborah has been applying her skills to many enterprises in a multi-family office where she was able to add to her knowledge in trusts and estates by taking STEP courses.

When she’s not happily crunching numbers, Deborah loves to quilt and enjoys cooking for her friends, husband and daughter as well as caring for her odd assortment of poodles

Mandy Basa

Investment Management Associate

MANDY BASA’s career began at ScotiaMcleod where she spent 12 years supporting high net worth clients, managing all portfolio management administrative functions, as well as research, equity and bond trades, financial planning and marketing initiatives. Mandy then joined a small business, tackling its organizational needs, where she spent two years creating and developing the structure of the business to allow it grow.

Prior to joining Grayhawk, Mandy worked with ATB Investment Management in the Operations team, and focused on portfolio accounting functions, performance and quarterly statement production. During her three years at ATB, she recommended and led many initiatives to improve and streamline business processes.

Mandy graduated from the University of Calgary with a degree in Economics. She continues on her path of learning, recently taking project management courses, and avidly reading books on business and leadership. In her spare time, you might find Mandy on the Calgary paths running with her dog, hiking in the mountains, or watching a movie.

Investment Management Associate

STEVEN LAM worked at UBS Asset Management prior to joining Grayhawk. He managed client relationships with Investment Managers and family offices, providing support with portfolio accounting and performance reporting.

Steven has the Chartered Financial Analyst (CFA) designation, and is a member of the Toronto CFA Society. He graduated from the Schulich School of Business at York University with a specialization in Finance. During his spare time, Steven enjoys staying active through basketball and weight training.

Project Analyst

JORDAN ENGEL comes from a diverse work background and has experience in the finance, customer service, and construction industries. This includes running a small self-run business for two years while attending university.

Jordan is a graduate of the University of Calgary, Haskayne School of Business, with a major in Finance, and he has a passion for business and investments. In his spare time, Jordan is a fitness enthusiast and enjoys a wide range of physical activities such as yoga, hockey, and weightlifting. Jordan enjoys visiting family and traveling to new places. He has been to Europe, Australia, and many places across North America, and he looks forward to seeing more of the world.

Business Development Lead

ELIZABETH TOBIN, prior to joining Grayhawk, worked as an analyst with the Boeing Company in Mesa, Arizona. Working in the Defense and Space Sector on the Apache and AH-6 Little Bird contracts allowed her the opportunity to enhance her skills in procurement, project management and operations.

She graduated from Arizona State University with a Bachelor of Science Degree in Supply Chain Management as well as a Certificate in International Business from Bocconi University in Milan Italy. On the weekends, you can find Elizabeth hiking in the beautiful Rocky Mountains, running along the Elbow River or checking out the Calgary food scene.

Executive Assistant to Sheldon Dyck and Michael Kaumeyer

JESS BRENEOL is a recent graduate of Haskayne’s School of Business, receiving her Bachelor of Commerce in April 2017. Jess graduated with Distinction status and received an offer to join Betta Gamma Sigma, a prestigious business honour society that encompasses students of the top 10%.

Throughout University and prior to joining Grayhawk, Jess worked as a dance instructor and business coordinator at a thriving dance studio in South Calgary. Throughout this experience Jess worked on business development, initiated many marketing projects and worked on brand establishment. Jess has had versatile involvement in this role including: social media marketing, coordination of business events, customer service and a well-rounded perspective on the business. Jess is happy to bring this knowledge and continue to grow within The Grayhawk Team. During her spare time, Jess can be found spending time with her family and friends or filming and creating various videos!

Contact us

Head Office

Vintage Tower East

Suite 800, 322 – 11th Avenue SW

Calgary AB T2R 0C5 | Canada

Branch Office

Suite 203, 119 Spadina Avenue

Toronto ON M5V 2L1 | Canada

 

Research Office

71 Eagle Ridge Place

Danville CA 94506 | United States

 

For general inquiries please contact:

Allison Comeau – Chief Operating Officer

Phone: (877) 665-9951

acomeau@grayhawk.investments

 

For contract or invoice inquiries, please contact:

Deborah Dale – Finance Lead

ddale@grayhawk.investments