Business Details
45 Years
experience
Your Trusted Partner for Portfolio Management Solutions
Since 1981, our firm has been dedicated to empowering clients through disciplined wealth management. We build lasting relationships grounded in trust, integrity, and a shared commitment to securing financial futures. Our approach combines three generations of family-led expertise with rigorous global research to deliver personalized investment strategies. We prioritize client needs through tailored Investment Policy Statements and continuous portfolio monitoring.With custodial partnerships including National Bank Independent Network and RBC Treasury, we ensure secure asset management. Our legacy of excellence is reflected in intergenerational client relationships and a steadfast adherence to prudence and transparency. As a member of the Portfolio Management Association of Canada, we uphold the highest industry standards while maintaining a client-first philosophy that guides every decision.
Services
Custom Portfolios
Pooled Funds
Equity Fund Management
Income Fund Solutions
Dividend Growth Strategies
Global Portfolio Management
Asset Allocation
Discretionary Management
Portfolio Monitoring
Investment Policy Development
Details
- Year established: 1981
Highlights and features
- Three generations of family-led investment expertise since 1981
- Personalized Investment Policy Statements tailored to individual goals
- Continuous portfolio monitoring with regular client reviews
- Secure asset custody through National Bank and RBC Treasury
- Commitment to corporate social responsibility since inception
Associations and certifications
- Portfolio Management Association of Canada (PMAC)
Services
Custom Portfolios
Tailored investment portfolios governed by client-specific Investment Policy Statements. We analyze individual risk tolerance, liquidity needs, and financial goals to create personalized asset allocations. Regular reviews ensure ongoing alignment with evolving objectives and market conditions.
Pooled Funds
Institutional-grade funds combining diversified market exposure with boutique-level personalization. Our pooled funds offer access to global equities, fixed income securities, and alternative investments through professionally managed portfolios that balance collective efficiency with individual needs.
Equity Fund Management
Active management of global equity portfolios focusing on long-term capital appreciation and capital preservation. We employ rigorous fundamental analysis across sectors and market caps to identify opportunities while maintaining disciplined risk controls.
Income Fund Solutions
Strategic income generation through diversified debt securities, preferred shares, and hybrid instruments. Our approach balances yield optimization with capital preservation through careful credit analysis and interest rate risk management.
Global Leaders Fund
Focused on high-quality global businesses with sustainable competitive advantages. We select companies demonstrating strong cash flow generation, effective management, and consistent return of capital across North America, Europe, and Asia-Pacific regions.
People
James C.G. Heward
Chairman
Chairman with over four decades of leadership in wealth management. Served as President from 1993-2024, guiding the firm's evolution while maintaining core values of prudence and client service.
ric Lapointe
Chief Executive Officer
CEO since 2024 with designations as Chartered Investment Manager and Fellow of the Canadian Securities Institute. Brings extensive experience in portfolio management and strategic leadership to client-focused wealth solutions.
Renato Anzovino
Chief Investment Officer
Senior portfolio manager with Chartered Financial Analyst designation. Oversees investment strategy and portfolio construction, combining technical expertise with market insights to drive client outcomes.
Rita Savtchenko
Chief Financial Officer
CFO with dual MBA and CPA credentials. Manages financial operations and reporting, ensuring fiscal discipline aligns with the firm's commitment to transparency and long-term client security.
Helen Barfurth
Chief Compliance Officer
Ensures regulatory adherence and risk management across all operations. With deep industry knowledge, maintains the firm's reputation for ethical practices and client asset protection.
Questions
What investment services do you offer?
We provide custom portfolios, pooled funds, and specialized strategies including equity funds, income funds, and global leaders funds tailored to client objectives.
How do you personalize investment strategies?
We develop Investment Policy Statements through detailed consultations about financial goals, risk tolerance, and liquidity needs to create customized asset allocations.
What is an Investment Policy Statement?
A formal document outlining your investment objectives and constraints that serves as a strategic guide for managing your portfolio within defined parameters.
How often are portfolios reviewed?
Portfolios receive continuous monitoring with regular client reviews to address changing market conditions and evolving personal circumstances.
Where are client assets held?
Client assets are securely held through custodial relationships with National Bank Independent Network, RBC Treasury & Investor Services, and Interactive Brokers.
Are you a member of professional associations?
We are proud members of the Portfolio Management Association of Canada, adhering to their rigorous professional standards and best practices.
