Jeff House CFA
Director, Senior Investment Counsellor
Direct: 587 355 4117
Working at Grayhawk allows me to develop meaningful relationships with our client families, connecting with them on a personal level. Being able to do a job where I know we are helping families achieve their legacy goals and easing the stressors and financial decision making in their lives is extremely rewarding. When I first started in the investment business, I witnessed some questionable practices and behaviours from those that were in positions of trust for their clients. After being introduced to the world of Investment Counsel, and the integrity and client first obligations of holding a CFA charter, I was inspired to truly help clients, act in their best interests, and prove that the financial services industry can have integrity. This is what we do every day for our clients at Grayhawk, and when our clients see this and trust us with their family’s future, it creates a tremendous and rewarding bond.
Jeff House is a Senior Director and Investment Counsellor who works with Canadian families to deliver portfolio management that is aligned to their unique needs. Jeff believes maintaining strong relationships through communication and education is essential to successful legacy management.
Jeff has been working in the investment industry and advising successful 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.
Jeff lives in Calgary with his wife and 3 young children. When he’s not coaching his children’s baseball and hockey, he is outdoors playing golf, skiing and participating in high energy and competitive activities. Jeff’s family has been volunteering with a division of Kids Cancer Care called Cooking and Caring for several years. As a family they volunteer to cook meals for a family in need based on their dietary requirements, and it gets delivered to the Kids Cancer Care Team.