Third party services represent alternative channels for clients to access Heward's segregated portfolio and pooled fund services and financial products.
Wrap Programs:
Heward also provides portfolio management services through managed asset programs offered by leading investment advisors, including: Raymond James and Canaccord. Typically, this occurs when an investment advisor matches an individual client with a particular Heward portfolio manager or pooled fund.
Mutual Funds:
Heward acts as a sub-advisor for mutual fund clients, including Brigata Capital Management Inc.