Heward was founded by the Heward family in 1981 as a provider of discretionary portfolio management services.
Heward is proud to have a team of seasoned portfolio managers with decades of portfolio management experience, and a client base consisting of private clients, foundations and endowments and institutional investors. Through years of personalized service and dedication, the firm has cultivated strong intergenerational relationships with these clients.
Working together: What to expect
Understanding individual investment goals and objectives
Every client is different and so are their investment goals and objectives. In our initial meeting, we will work towards a complete understanding of your short and long term investment goals; including your timeframe, income requirements, liquidity, risk tolerance and expenses.
Implementing strategy
Once your objectives have been determined, we can decide on the proper asset allocation of equities and fixed income, and develop your investment policy statement (IPS). The IPS serves as a guideline for all decisions regarding your portfolio and your Portfolio Manager will work within its guidelines.
Ongoing portfolio maintenance and monitoring
We consistently monitor and review the portfolios of every client, as both the needs of our clients and market conditions change. You will meet regularly with your Portfolio Manager to discuss these changes and implement appropriate changes to your portfolio. We ensure you are comfortable and confident with decisions affecting your investments.
We also connect frequently through a combination of conference calls, webinars and investment outlook events.
Safekeeping of Assets
Heward has custodial relationships with National Bank Independent Network (NBIN) and RBC Treasury & Investor Services to provide safekeeping of client’s assets and securities. We also use Interactive Brokers as our United States custodian.
Heward is a proud member of the Portfolio Management Association of Canada (PMAC).
Philanthropy
Heward prides itself on a track record of exemplary corporate social responsibility. As a good corporate citizen, the firm approaches its community with the same rigour that factors prominently in its investment philosophy.
The firm actively supports various philanthropic organizations, including:
