“Our mission is to empower our clients by safeguarding and growing their wealth through disciplined, prudent decision-making. With a client-first approach, we build lasting relationships founded on trust, integrity, and a shared dedication to securing their financial future.”
— James Heward, Chairman
Years in Perspective
1925
The Start
The Heward family’s history in the investment business begins.
1981
C.F.G. Heward Investment Management Ltd. is founded.
1993
James Heward begins his tenure as President of Heward Investment Management, a role in which he furthered the firm's legacy of excellence, while guiding it to new heights, all the while staying true to the core values of prudence, trust, and outstanding client service.
2013
C.F.G. Heward Investment Management Ltd. proudly rebranded to Heward Investment Management Inc., marking a significant milestone in the firm’s ongoing growth and reaffirming its commitment to excellence in wealth management.
2024
Éric Lapointe is appointed Chief Executive Officer and James Heward assumes the role of Chairman of the Board.
Our team is dedicated to collaborating closely with clients and agents to thoroughly understand their unique investment objectives and risk profiles. At the core of our business is portfolio management, where we focus on delivering sustainable, long-term capital growth while minimizing exposure to risk and market volatility. This is accomplished through a disciplined and prudent investment approach, tailored to meet each client's individual needs and goals.
Our Commitment
History
Since 1981, the Heward family has proudly provided global portfolio management services, spanning three generations of expertise and commitment.
We work closely with each client to thoroughly understand and help achieve their unique, personalized investment goals.
Our investment process is built on rigorous, global fundamental research, to ensure the highest standards of analysis and decision-making.
Client Focus
Global Approach
Commitment to Excellence
Through years of personalized service and unwavering dedication our firm has proudly fostered intergenerational relationships with clients.
Our extensive expertise built over years of experience, we remain committed to delivering comprehensive portfolio management solutions aimed at ensuring long-term security and prosperity for our clients.
Trust
Discipline
Independence
