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Heward Investment Management Inc.
Tel: (514) 985 - 5757 ext 105
Senior Vice President & CIO
Tel: (514) 985 - 5757 ext 125
Senior Vice President
Tel: (514) 985 - 5757 ext 139
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
- British Columbia
- New Brunswick
* indicates a physical location in this province
Heward Investment Management Inc. is a Montreal-based privately owned firm that provides discretionary portfolio management services to high-net worth individuals, family trusts, estates, holding companies and charitable foundations in Canada and overseas.
A HISTORY OF EXCEPTIONAL CLIENT SERVICE
Heward Investment Management Inc. (“Heward”) was founded by the Heward family in 1981 as a provider of discretionary portfolio management services. The firm is entirely owned by the Heward family and its employees and boasts a team of seasoned portfolio managers with decades of investment management experience.
With over $750 million in assets under management, Heward prides itself on a client base consisting primarily of private clients in Montreal and the eastern regions of Ontario. Through years of personalized service and dedication, the firm has cultivated strong intergenerational relationships with these clients.
Heward Investment Management Inc. (“Heward”) employs an investment style characterized as growth at a reasonable price (GARP) with a value bias. It adopts a long-term investment horizon and seeks investment opportunities with the following attributes:
- Stable earnings
- Cash flow growth
- Stable income stream
Over the years, Heward has developed strong ties to a network of global investment professionals, researchers, and economists. This international network is regularly consulted to gain a truly global perspective.
PRODUCTS AND SERVICES
Heward Investment Management Inc. (“Heward”) offers segregated account mandates, pooled funds, managed mandates and sub-advisory mandates to high net worth individuals, family trusts, foundations, and financial advisers/brokers. The firm generates revenues primarily from fees levied on assets under management (which are tax deductible for non-registered accounts).
Heward outsources the safekeeping and administration of client assets to its primary custodians, RBC Dexia and TD Waterhouse. These custodial houses oversee the collection of investment income and the safe custody of securities. They also provide monthly investment statements and online access to personal portfolios (only TD Waterhouse).
The firm provides the following products and services to its clients:
- Segregated Account Mandates (Minimum investment: $500,000)
- Heward Pooled Funds (Minimum investment: $150,000 (or “accredited investor”)
- Managed Mandates
- Sub-Advisory Mandates
- Family Office Services (through third-party)
If you would like to find out more about Heward Investment Management Inc., please visit our website, www.heward.com