"With a client-first approach, we build lasting relationships founded on trust, integrity, and a shared dedication to securing their financial future."
— James Heward, Chairman
Three generations of expertise, built on the foundation of prudent investment management and unwavering client dedication.
The Heward family's history in the investment business begins.
C.F.G. Heward Investment Management Ltd. is founded.
James Heward begins his tenure as President of Heward Investment Management, a role in which he furthered the firm's legacy of excellence, while guiding it to new heights, all the while staying true to the core values of prudence, trust, and outstanding client service.
C.F.G. Heward Investment Management Ltd. proudly rebranded to Heward Investment Management Inc., marking a significant milestone in the firm's ongoing growth and reaffirming its commitment to excellence in wealth management.
Éric Lapointe is appointed Chief Executive Officer and James Heward assumes the role of Chairman of the Board.
Spanning three generations of expertise and unwavering dedication.
Our team is dedicated to collaborating closely with clients and agents to thoroughly understand their unique investment objectives and risk profiles. At the core of our business is portfolio management, where we focus on delivering sustainable, long-term capital growth while minimizing exposure to risk and market volatility.
This is accomplished through a disciplined and prudent investment approach, tailored to meet each client's individual needs and goals.
Company Profile →Since 1981, the Heward family has proudly provided global portfolio management services, spanning three generations of expertise and commitment.
We work closely with each client to thoroughly understand and help achieve their unique, personalized investment goals and long-term aspirations.
Our investment process is built on rigorous, global fundamental research, ensuring the highest standards of analysis and decision-making.
