Profile

C.F.G. Heward has offered global investment management services since 1981. The firm is 100% owned by the principals of the firm, thus assuring its continued independence.

With over $850 million of assets under management, we act as investment managers to private investors, family trusts, estates, holding companies, and charitable foundations in Canada and abroad. We are registered with the Quebec, Ontario, Alberta, British Columbia and New Brunswick Securities commissions.

Our purpose is to preserve and increase the wealth of our clients by achieving superior long-term growth. Our global investment approach is disciplined in nature. Historically, it has provided the client with more diversification and less risk with superior returns.”

At Heward, our 8 senior managers are responsible for clients' portfolios. They work as a team, gathering information from an established network of key research analysts and international advisors in Canada, the United States, Great Britain, Europe and Asia.

As investment managers, our sole income is derived from management fees, which are tax-deductible. Being an independent firm has enabled us to structure our business to avoid any conflict of interest and to put the client first.