As part of the Grayhawk team I am continuously improving efficient and robust processes within the business. Working alongside a brilliant team that I genuinely enjoy spending time with, I also have the pleasure of partnering with extraordinary families to assist them in successfully leaving behind great legacies.
Mandy Basa is a Client Services Manager who delivers quality legacy management through the execution of creating and innovating robust processes. Mandy believes in supporting deep relationships through continuous improvement to partner with successful Canadian families and family offices.
Mandy began her career at ScotiaMcleod where she spent 12 years supporting successful Canadian families, managing all portfolio management administrative functions. 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 on the Operations team focusing on portfolio accounting functions and maintaining a robust process. During her three years at ATB she made a difference by leading many initiatives to improve and align 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 is an avid reader of books on business and leadership. Outside of the office, you might find Mandy with her family on the Calgary paths running with her dog, hiking in the mountains, or watching a movie. Come holiday time, Mandy loves to spread the Christmas cheer by adopting a family each year to help provide a true holiday experience for a family in need.