| Our stable and experienced investment committee |
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Chilion Heward, Chairman
Mr. Heward started in the investment business in 1952, with Jones Heward & Co. During his thirty years with Jones Heward, ending as president and CEO (from 1974 to 1981), he developed and continues to maintain a strong network of personal relationships with major North American, British, European and Far Eastern advisors. Mr. Heward’s main responsibility is to head the investment policy committee, which provides the asset mix allocation for each of the firm’s investment strategies. He has served on several international boards in Bermuda, Hong Kong and as a director of outside family foundations. He manages the C.F.G. Heward Fund, Bryth ICVC, many families and charitable funds. He is also a member of the McGill University Pension Board .
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James C.G. Heward, President
James Heward is the third generation to continue the family tradition of providing excellence in global investment management. He has spent over six years with Canada Trust in the personal and pension trust areas before joining the firm in 1988. He is responsible for the strategic direction of the firm, overall operations, product development, marketing and client services. He is also a member of the Investment Committee.
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Geoffrey Heward, Senior Vice-President / Director
Geoffrey Heward began his investment career over 25 years ago working in London England as an Equity Dealer on the London Stock Exchange for Cazenove and Co, returning to Canada with Merrill Lynch focusing on US and Foreign Equity Sales in the late 1980’s. He subsequently went on to senior equity sales positions with Sanwa Bank and Scotia Capital Markets. Before joining the Heward Team, Geoff was the Head of Sales and Vice President of Equity Capital Markets with Desjardins Securities in Toronto. As a member of the Investment Committee Geoff is also responsible for marketing and client services in the Toronto area and Overseas.
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Willem Hanskamp, Senior Vice-President/Portfolio Manager
Willem started his investment career over 35 years ago as an analyst with the Amsterdam-Rotterdam Bank. Subsequently, he was with Credit Lyonnais Netherlands and Paribas Netherlands as an assistant manager of the securities divisions, with special responsibility for global research and portfolio management. Mr. Hanskamp came to Canada in 1985 and, before joining the Heward team, worked for several years with a leading Montreal brokerage firm in international institutional sales, research and global market coverage. He is responsible for a portion of the firm's portfolios. His areas of concentration and expertise are Canada, overseas (EAFE), and fixed-income.
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Maurice Conti, Vice-President/Portfolio Manager
Maurice has over thirty years of experience in the investment industry. Prior to beginning his career in the investment industry, he worked as an Estate and Trust Administrator with the Royal Trust Company for 2 years. He subsequently transferred to the Investment Department, where for the next 24 years he worked for both the Royal Trust Company and The Royal Bank Financial Group. Having started as a junior Investment Officer, he rose to the position of Senior Portfolio Manager, dealing with some of the Trust company’s more high profile estates, foundations and private clients, and now brings his expertise in client relations and portfolio management to the firm. His focus is on North American equity markets.
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Renato Anzovino, CFA, Vice-President/Portfolio Manager
Renato has nineteen years experience in the investment industry. Prior to joining the firm, 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 divisions. Mr. Anzovino brings seventeen years experience to the Heward team. As a member of the investment committee, Mr. Anzovino has a focus on Canadian equities and company valuations. Mr. Anzovino is a member of both the Montreal Society of Financial Analysts and the Association for Investment Management and Research.
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Lizabeth Flores, Vice-President/Portfolio Manager
Liz started her career some twenty nine years ago as a foreign exchange/precious metals trader with UBS (Canada). Her experience has included associations with two major Swiss banking organizations as well as exposure to worldwide investment counseling. Her career has been centered on international banking with exposure to a full range of financially oriented activities. Liz brings to Heward a strong network of investment contacts with a diversified client base. She is also a member of the Investment Committee.
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Helen Stein, Vice-President/Portfolio Manager
Helen joined the Heward firm in 1989. Along with research responsibilities covering the US equity market, she is involved in portfolio management, and is a member of the Investment Committee.
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Brian Bedernyak, CFA, Vice-President/Portfolio
Brian brings over 15 years experience in the financial services industry. Prior to joining the firm, Brian spent nine years as a Portfolio Manager with HSBC, one of the world’s largest global banks. In addition to managing private client portfolios with HSBC, Brian was the lead manager of the Global Growth strategy for Canadian clients. Prior to joining HSBC, Brian worked at Royal Bank of Canada from 1993 to 1999 in progressively senior positions, culminating as a Portfolio Manager with RT Investment Counsel.
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| Trading and Research |
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Nick Pafos, Trader
Nick Pafos has joined the Heward Team in 2008 as an Equity / Fixed Income Trader. Prior to this, he has worked for numerous firms in Montreal and Toronto, and brings to our team over 25 years of experience in Administration and Trading.
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Robert Bourdius, Research Associate
Mr. Bourdius started his career in the investment business in 1968, as assistant to Gerald Bronfman, working in Canada, the US and England. From 1971-1978, he was a portfolio manager with Jones Heward in Montreal, and held the same position afterwards with Rasmussen Sharp and then Loewen, Ondaatje, McCutcheon. Mr. Bourdius is also responsible for coordinating client services.
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David Hogarth, Research Associate
David Hogarth joined the Heward team in 2005. He has a Bachelor in History at McGill University in Montreal and a Bachelor of Business Administration at Bishop’s University in Sherbrooke, with a focus on Finance. During his years at Bishop’s, he was involved in numerous finance-related extra curricular activities. His primary responsibilities include the gathering and circulation of research.
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Kirk Newcombe, Research Associate & Trading
Kirk Newcombe joined the Heward team in 2007 after completing his Bachelor of Commerce at McGill University with a concentration in Finance and Accounting. His primary responsibilities include the gathering and circulation of research and trading.
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| Our administration team |
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Ronald J. Samo MBA CFA, Senior Vice-President and CFO
From 1984-1989 Mr. Samo was a portfolio manager with a major firm of investment managers in Montreal. From 1990 until joining Heward in 1994, he was pension administrator with Kilmer Van Nostrand Company in Toronto. Mr. Samo is responsible for the financial administration and compliance of the firm and he assists in research on Canadian equities. Mr. Samo is registered with the Quebec Securities Commission and the Ontario Securities Commission as Investment Counselor with full discretion.
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Helen Barfurth, Compliance
Helen Barfurth has worked for over 20 years in Investment Management, Mutual Fund and Banking industry. Her experience includes: an independent consultant specializing in the Investment Management Compliance sector, head of ICPM Compliance, Wealth Management Division for CIBC, Vice-President Compliance for TAL Global Asset Management, and Managing Director, Venture Capital Funds for Talvest Funds Management.
Helen received her Bachelor of Commerce degree from Concordia University. She is also Chartered Administrator and a Financial Planner.
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Laurette Dubeau, Executive Assistant
Laurette Dubeau joined the Heward team in 2005. She comes with twenty three years experience in investment management, primarily with Jones Heward/BMO Harris Private Banking, where she held a variety of administrative and supervisory positions. She currently assists the President and Chief Financial Officer.
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Grace Paluzzi, Executive Assistant / Account Opening
Grace Paluzzi joined the Heward firm in 2003 after 15 years experience at the Royal Bank as a Portfolio Administrator. Grace assists the Portfolio Managers with their daily functions, as well as handling all new Account openings for our firm.
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| Our portfolio administration team |
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MaryAnn Wintoniak, Manager
MaryAnn Wintoniak has specialized in taxation. For six years 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.
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Louise Brosseau, Supervisor
Louise Brosseau specialized in taxation at Canada Trust prior to joining the firm. She is responsible for portfolio and investment administration.
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| Other members of our portfolio administration team |
Raffaella Noviell, Trading
Raffaella Novielli joins Heward with eleven years of experience in investment administration and client services. Prior to joining the firm, she had administrative responsibilities at a Canadian investment counseling firm.
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Irina Smetanina, Trading
Irina Smetanina is a certified computer operator. She is responsible for security trading and settlements, and inputting trades into the company's computerized portfolio system.
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Debbie Duncan, Administration
Debbie Duncan joined the Heward firm in 2006. She comes with experience in accounting and payroll. She is a member of the administration team. Her responsibilities include investment administration and portfolio management.
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Karen Tsang Yan Fong
Karen Tsand Yang Fong joined the Heward team in 2002. She is a member of the administration team and she is responsible for portfolio verification
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