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HEWARD INVESTMENT MANAGEMENT INC.

MONTREAL, QUEBEC, Canada · CRD 330682 · IAPD ↗ · heward.com · 514-985-5757

$445.5MRegulatory AUM
6Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

33
January 2025 — HEWARD INVESTMENT MANAGEMENT INC. (MONTREAL, QUEBEC, Canada) left the SEC roster (was $445.5M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
68
August 2024 — HEWARD INVESTMENT MANAGEMENT INC. (MONTREAL, QUEBEC, Canada) is newly SEC-registered with $445.5M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.