- Phone
- (800) 567-5257
- Fax
- (514) 985-5755
About
Heward Investment Management, founded in 1981 by the Heward family, offers personalized discretionary portfolio management services. They collaborate closely with clients to understand unique investment goals, develop tailored investment policy statements, and maintain regular communication to ensure portfolios align with evolving needs and market conditions. The firm uses custodial relationships with National Bank Independent Network and RBC Treasury & Investor Services, and provides custom portfolios, pooled funds, and segregated accounts to meet individual or family group requirements.
Details
- Areas served
- QC
Products & services in Montreal
Links
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