Ronald Samo has more than 25 years of experience in portfolio management. Mr. Samo joined Heward in 1994. Today, Ron directs the firm’s administration, operations, risk management and compliance functions.
Ronald J. Samo, MBA, CFA
MaryAnn Wintoniak is the Manager of Administration at Heward Investment Management Inc. Prior to joining the firm in 1994 she was in charge of the operation and management of Canada Trust’s taxation department in Montreal. Mrs. Wintoniak is responsible for investment administration and client services.
Louise Brosseau is the Supervisor of Portfolio Administration at Heward Investment Management Inc. and has 21 years of experience. Prior to joining Heward, she specialized in in income tax and estate planning at Canada Trust. She is responsible for portfolio and investment administration.
Helen Barfurth has over 30 years of experience as a Financial Services industry consultant, specializing in Investment Management compliance. She joined Heward Investment Management Inc. in 2008. Helen was head of ICPM Compliance in the Wealth Management Division for one of Canada’s major banks and…
Paula Midena is the Director of Relationship Management at Heward and is responsible for both private client and institutional marketing and communications. She has over 15 years of experience in the financial services industry, having started her career at a boutique Toronto portfolio management firm…
Poppy Ladakis is the Executive Assistant to the President. She joined Heward Investment Management in 2014. Poppy began her career at Canada Life in 2001 and spent eight years at Franklin Templeton Investments as a Territory Coordinator in the Sales and Marketing Department, prior to…
Grace Paluzzi is the Executive Assistant to the Portfolio Managers. She joined Heward Investment Management Inc. in 2003 and has 27 years of industry experience. Prior to joining Heward, Grace worked at Royal Trust for 15 years in the role of Portfolio Administrator. Her current…