We collaborate closely with each client to gain a deep understanding of their unique investment objectives and preferred approach to investing. Heward's portfolio managers provide guidance to ensure a seamless alignment between clients and the recommended investment solutions.
Tailored portfolios, guided by client-specific Investment Policy Statements, are designed to meet the unique needs of individuals or family groups. These accounts provide discretionary investment management across a range of account types.
Read More →Our Pooled Funds offer investors a sophisticated institutional grade portfolio management solution, blending the benefits of collective investing with the distinctive, personalized approach of our boutique firm.
Read More →Our custom portfolios (Segregated Account Mandates) are signed agreements between the firm and our clients. Investment decisions are governed by client objectives and constraints as documented in the Investment Policy Statement (IPS). Segregated Accounts are generally managed individually or by Family Group which corresponds to a specific account. We work with clients to determine which segregated account mandates best correspond to their needs. Portfolios can be customized to accommodate the most unique circumstances.
Our Private Pooled Funds offer investors a sophisticated institutional grade portfolio management solution, blending the benefits of collective investing with the distinctive, personalized approach of our boutique firm.
Diversified across Canadian, U.S., and international markets, with a deliberate overweight to Health Care and Technology outside of Canada. The portfolio is built around a concentrated set of high-conviction positions, allowing for meaningful exposure to our strongest ideas while maintaining global diversification.
55% CDN / 45% International
Min. market cap: $5B
Exclusively Canadian companies that pay and grow their dividend. built around a strict requirement for a strong and reliable dividend track record. The strategy emphasizes high-quality businesses with durable cash flows, disciplined capital allocation, and the capacity to sustain and increase shareholder returns over time.
100% Canadian companies
Min. market cap: $1B
Dividend payer & growing
Track record of dividend growth
Focused on high-quality, large-cap dividend payers in developed global markets, it offers broad diversification beyond North America. The strategy emphasizes industry leaders with durable moats, strong cash flow, and a consistent track record of growing dividends.
Top-tier companies
Min. market cap: $10B
Dividend payer & growing
Global focus, developed markets
Focuses on generating stable and predictable income through a diversified mix of income-producing securities. Designed for investors seeking consistent cash flow with an emphasis on capital preservation, the strategy prioritizes high-quality assets, downside protection, and reliable yield across market environments.
High-Conviction "Buy and Hold" Framework
Laddered Architecture
Short-Duration Positioning
Fundamental Quality & Solvency Filters
