Heward Investment Management was founded by the Heward family in 1981 as a provider of discretionary portfolio management services.
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 objectives and develop an investment policy statement (IPS) encompassing your investment goals, your timeframe, income requirements, liquidity, risk tolerance and expenses.
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 guidelines. You will receive regular communications regarding your portfolio and your Portfolio Manager will work within its guidelines.
We consistently monitor and review the portfolios of every client as both their needs and market conditions evolve. Your Portfolio Manager will be in regular contact with you to discuss your account and any necessary adjustments. We ensure you are comfortable and confident with every decision affecting your investments. We maintain an ongoing dialogue with our clients through conference calls, webinars, and events dedicated to investment outlooks.
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).
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:
