Business Details
45 Years
experience
Expert Portfolio Management Services
Heward Investment Management has been dedicated to safeguarding and growing client wealth through disciplined decision-making since 1981. Our client-first philosophy fosters lasting relationships built on trust, integrity, and a shared commitment to financial security. With three generations of expertise, we provide global portfolio management services tailored to individual investment objectives and risk profiles. Our rigorous research-driven approach ensures portfolios are strategically allocated to balance growth potential with risk mitigation.We maintain transparent communication through regular portfolio reviews and client meetings, supported by custodial partnerships with NBIN, RBC Treasury & Investor Services, and Interactive Brokers. As a PMAC member, we uphold industry excellence while maintaining a strong record of corporate social responsibility through targeted philanthropy.
Services
Portfolio Management
Custom Portfolios
Pooled Funds
Equity Fund
Income Fund
Canadian Dividend Growth Fund
Global Leaders Fund
Details
- Year established: 1981
Highlights and features
- Three generations of investment expertise since 1981
- Customized portfolios guided by client-specific Investment Policy Statements
- Rigorous global fundamental research methodology
- Secure asset custody through NBIN and RBC partnerships
- Active corporate social responsibility initiatives
Associations and certifications
- Portfolio Management Association of Canada (PMAC)
Services
Portfolio Management
Our discretionary portfolio management service creates tailored investment strategies aligned with client objectives. Through continuous market analysis and risk assessment, we optimize asset allocation across equities and fixed income. Regular portfolio reviews ensure ongoing alignment with evolving financial goals and market conditions.
Custom Portfolios
Individually managed segregated accounts follow client-specific Investment Policy Statements. These customized solutions accommodate unique circumstances through dedicated mandate agreements, providing full transparency and control over investment decisions and strategy implementation.
Pooled Funds
Institutional-grade pooled funds combine collective investment benefits with personalized management. Our diversified fund offerings include equity, income, dividend growth, and global leaders strategies, each designed to meet specific risk-return profiles while maintaining institutional efficiency.
Equity Fund
The Heward Equity Fund seeks superior long-term returns through global equity investments. Our diversified approach spans market capitalizations and sectors, with dynamic allocation adjustments based on market analysis to maximize growth potential while preserving capital.
Income Fund
Our Income Fund generates capital appreciation and regular investment income through diversified debt securities. The strategy combines preferred shares, income trusts, and hybrid products with select common equity positions to create balanced income-generating portfolios.
People
James C.G. Heward
Chairman
Third-generation investment professional with over four decades of leadership in wealth management. Instrumental in shaping the firm's legacy of disciplined investing and client-focused service since joining in 1981.
Eric Lapointe
Chief Executive Officer
CIM and FCSI designee bringing extensive financial industry experience to strategic leadership. Appointed CEO in 2024, overseeing operational excellence and continued growth of the firm's wealth management services.
Renato Anzovino
Chief Investment Officer
CFA charterholder responsible for investment strategy and portfolio management. Leads research team in developing market analysis frameworks and maintaining rigorous security selection processes across all investment products.
Rita Savtchenko
Chief Financial Officer
MBA and CPA qualified financial executive managing the firm's financial operations. Oversees accounting, budgeting, and financial reporting functions with over 15 years of experience in financial leadership roles.
Helen Barfurth
Chief Compliance Officer
Ensures regulatory compliance across all operations. Brings extensive risk management experience to maintain industry standards adherence and implement robust internal control frameworks for client asset protection.
Questions
What investment approach does Heward use?
We employ a disciplined, research-driven strategy focusing on long-term capital growth with risk mitigation through diversified global portfolios tailored to client objectives.
How are investment decisions made?
Decisions follow client-specific Investment Policy Statements, combining fundamental analysis with market insights to create balanced, goal-aligned portfolios.
What fund options are available?
We offer five specialized funds: Equity Fund, Income Fund, Canadian Dividend Growth Fund, Global Leaders Fund, and customized segregated accounts.
How are client assets protected?
Assets are securely held through custodial partnerships with NBIN, RBC Treasury & Investor Services, and Interactive Brokers for enhanced security.
What service models do you offer?
We provide both pooled fund solutions and fully customized segregated portfolios to accommodate diverse investment preferences and requirements.
How often are portfolios reviewed?
Portfolios receive continuous monitoring with regular client meetings to ensure ongoing alignment with financial goals and market conditions.
