Capital Preservation & Long-term Growth
C.F.G. Heward Investment Management Ltd. 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.
Our investment philosophy is founded on capital preservation and long-term growth. We strive to minimize volatility and achieve a stable stream of income for our clients.
The year 2011 wasn’t very kind for global equity markets. US stocks were flat; Canadian, European, and Japanese stocks were down double digits; and emerging markets suffered even greater losses. Contrary to what many believed at the start of the year, the bond market was the place to be in 2011.