Portfolio Management

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Haywood Securities Portfolio Management offers customized equity, fixed income and balanced portfolios for individuals, corporations and foundations with a minimum of $500,000 in investable assets. Through our network of offices in Calgary, Toronto, and Vancouver, Haywood Securities provides unique and innovative investment management services to clients across the country.

To that end, Haywood Securities offers customized solutions with no mutual funds or pooled products. Your portfolio will consist of securities that you own directly. We believe in a global outlook, backed by our 25-year involvement in the capital markets. Haywood prides itself on unparalleled customer service. Your relationship will be with a Haywood portfolio manager who is responsible for all aspects of your portfolio. Each Haywood portfolio manager has extensive investment management experience. Additionally, our reporting procedures are timely and thorough.

Haywood Securities Unique Investment Philosophy

The financial industry is a complex world in which the timing and quality of information is pivotal to making profitable investment decisions. To align client's investment objectives with the movement of the market requires a portfolio manager who is flexible and responsive. That's why Haywood does not narrow its focus to a single mandated investment philosophy. Rather, our collective approach to portfolio management is influenced by the expertise of each individual portfolio manager. We are bound by a single mandate to serve our clients in the most responsive and suitable manner by striving for excellence in everything we do.


Our Portfolio Managers