The depth and experience of Heward’s investment professionals allow us to deliver on our commitment to preserve and increase clients’ wealth. Our independence and commitment to our clients make our firm an attractive alternative in the investment business.
The Team
James C.G. Heward
President
James is a third generation Heward and head of a portfolio management firm that traces its roots back to 1925. James Heward started his career with Canada Trust in 1983, where he specialized in personal and pension trusts. In 1989, James Heward joined Heward and became President in 1993. Today, James is responsible for overall operations and business development, including strategic direction, product development, marketing, and client relations. James Heward is President of Micass de la Montangne Inc. and serves on the Weredale Foundation Board. James has previously served on the Portfolio Management Association of Canada (PMAC), The Montreal Children’s Hospital ‘Best of Care’, and the Estate Planning Council of Montreal Boards.
James C.G. Heward
President
James is a third generation Heward and head of a portfolio management firm that traces its roots back to 1925. James Heward started his career with Canada Trust in 1983, where he specialized in personal and pension trusts. In 1989, James Heward joined Heward and became President in 1993. Today, James is responsible for overall operations and business development, including: strategic direction, product development, marketing and client relations. James Heward serves on the Montreal Children's Hospital 'Best of Care' Board, the Weredale Foundation, and is a past President of both the Canadian Association of Family Enterprises (CAFE) in Montreal and the Estate and Planning Council of Montreal. He has also served on the Portfolio Management Association of Canada (PMAC) Board.
Geoffrey T. B. Heward
Partner & Senior Portfolio Manager
Also a third generation Heward and portfolio management professional, Geoffrey Heward began his career with Cazenove & Co. in London, England, in 1986. Later, he returned to Canada and joined Merrill Lynch in Toronto, focusing on international equities. Geoff has extensive investment experience having also worked with Sanwa Bank, Scotia Capital Markets and Desjardins Securities, where he held the position of Vice President, Equity Capital Markets. In 2007, having lived away from Montreal for more than 20 years, Geoff returned to join the family firm. Today, Geoff's primary areas of focus include: investment strategy, international markets, business development and client services.
Charles C. Gagnon
Board Member
Charles is one of the founders of the Amphora Financial Group and its Chairman of the Board.
Charles is a Canadian citizen who holds civil and common law degrees with honours from McGill University. He is a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF), the International Tax Planning Association (ITPA) and the International Fiscal Association (IFA). He is a seasoned speaker at tax conferences and has published several papers on tax topics. He has extensive expertise in the structuring and implementation of corporate, trust and insurance solutions.
He is listed in the latest edition of The Best Lawyers in Canada and Who’s Who Legal.
Louis Galardo
Board Member
Louis is the founder of the Ventrum Group of Companies established in 1986. Ventrum is a privately-held real estate development group based in Montreal, Canada. Over the past thirty years, it has developed several neighbourhood retail malls in the provinces of Quebec and Ontario. In addition to its Canadian retail portfolio, it owns a large neighbourhood mall located in the suburbs of Atlanta, Georgia, USA, and a portfolio of office properties in Quebec.
Louis has a Bachelor of Commerce degree from McGill University and an MBA from the University of Toronto.
He has also served as a part-time lecturer at Concordia University in Corporate and Real Estate Financing.
Stuart Iversen
Board Member
Stuart Iversen is the founder and principal of Cairnmont Inc. (whose predecessor partnership he founded in 1993).
Born in Montreal and educated at McGill, Oxford and Laval Universities, he was called to the Quebec Bar in 1988 and practiced from 1988 to 1993 in a large Montreal law firm in the area of wealth management.
He is a director of Cayzer Continuation PCC Ltd., numerous private companies, foundations and non-profit organizations.
Chilion F. G. Heward
Founder
Chilion Heward joined Jones Heward and Company in 1952. The firm was founded by his father Brian Heward in 1925. Chilion was a member of its investment management department and became President and CEO in 1974. During his career at Jones Heward, he was also on the Board of Governors of the Montreal Stock Exchange. Later on in 1981, he resigned from the firm to launch CFG Heward Investment Management Ltd. and to focus on global investment opportunities. Throughout his long and distinguished career, he developed a strong global network of relationships with key investment firms in Canada, the United Kingdom, South East Asia and other regions around the world. His depth of experience provides guidance for the firm and the families he personally looks after. He has served on numerous public and private boards throughout his career including hospital foundations, private foundations, charitable funds, university pension funds and several family investment companies in Canada and the United Kingdom.
Renato Anzovino, CFA
Partner & Senior Portfolio Manager
Renato Anzovino has over 30 years of experience in portfolio management. Prior to joining Heward in 2003, Mr. Anzovino was a Vice President at a prominent investment management firm. His previous experience extends to the Royal Trust and the Royal Bank Financial Group, where he was a portfolio manager for their private client division. Renato is an active member of the Montreal Society of Financial Analysts. Mr. Anzovino is the lead Portfolio Manager of the Heward Canadian Dividend Growth Fund and the Heward Equity Fund. He is co-manager of the Heward Income Fund.
Maurice Conti
Partner & Senior Portfolio Manager
Prior to joining Heward in 2003, Maurice Conti worked with the Royal Bank Financial Group for nearly 25 years. Today, Mr. Conti maintains a strong focus on North American and global equity markets as well as commodities. Maurice is a co-manager of the Heward Equity Fund, Heward Canadian Dividend Growth Fund and the Heward Income Fund.
Willem Hanskamp.
Partner & Senior Portfolio Manager
Willem Hanskamp started his career as an Analyst with the Amsterdam-Rotterdam Bank in 1972. Later, Mr. Hanskamp joined Credit Lyonnais Netherlands and Paribas Netherlands, where he specialized in global research and portfolio management. Willem moved to Canada and joined Heward in 1990. Today, Willem Hanskamp’s areas of concentration are Canadian, overseas (EAFE) and fixed-income securities. Additionally, Willem is the lead Portfolio Manager of the Heward Income Fund.
Qiang (Bill) Cai, MBA, CFA
Research Associate
Qiang (Bill) Cai joined Heward Investment Management in 2015 as a Research Associate. He has an MBA from Concordia University and his CFA designation. Bill has over 5 years of experience in the industry having last worked at RBC Dominion Securities as an Investment Advisor Associate. Prior to RBC, he spent two years as a stock broker. His focus at Heward is on fixed income and equity research.
Georges Kamel
Trading and Research Associate
Georges joined Heward Investment Management in 2023 as a Trading and Research Associate. Prior to joining Heward, Georges earned a degree in Finance from JMSB - Concordia in 2019. He then spent over three years as a Senior Quality and Risk Analyst at Deloitte, where he gained valuable experience in identifying and mitigating risks. Georges is also a CFA Level 3 candidate. His focus at Heward is on Equity Research and Trading.
Georges Kamel
Trading and Research Associate
Georges joined Heward Investment Management in 2023 as a Trading and Research Associate. Prior to joining Heward, Georges earned a degree in Finance from the John Molson School of Business at Concordia in 2019. He then spent over three years as a Senior Quality and Risk Analyst at Deloitte, where he gained valuable experience in identifying and mitigating risks. Georges is also a CFA Level 3 candidate. His focus at Heward is on Equity Research and Trading.
Ronald J. Samo, MBA, CFA
Senior Vice President, Chief Financial Officer, Chief Compliance Officer
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.
MaryAnn Wintoniak
Manager Administration
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
Supervisor,
Portfolio Administration
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
Compliance Consultant
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 spent several years as Vice-President of Compliance for TAL Global Asset Management, as well as Managing Director of Venture Capital Funds for Talvest Funds Management. She has a Bachelor of Commerce degree from Concordia University. She is also a Chartered Administrator and a Financial Planner.
Paula Midena
Director,
Relationship Management
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 and then at Manulife Investments for 8 years. In 2007, Paula moved to Montreal and began a career in economic news, where she honed her public relations and communication skills. Paula returned to the financial services industry when she joined Heward in 2012.
Poppy Ladakis
Executive Assistant to the President
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 joining Heward. She is responsible for supporting the President in the areas of administration, communication and facilitation.
Grace Paluzzi
Executive Assistant
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 responsibilities include the administration of client accounts and client service on behalf of the portfolio management team.
Interested In Joining the Team?
Heward Investment Management Inc. is continuously looking for qualified candidates in the areas of portfolio management, investment research, and portfolio administration.
All interested candidates are invited to submit a copy of their resume including a cover letter to:
E-mail: info@heward.com