Jones Heward recommends a long-term asset mix in consultation with the client and their advisors. Under certain market conditions, the Jones Heward Asset Mix Committee may recommend an asset mix that differs from the long-term mix in order to protect or enhance the capital of the portfolio.

The Asset Mix Committee is comprised of four investment professionals from Jones Heward. Michael Stanley, (Chief Investment Officer), heads the committee. The other members are Mark McMahon,(Senior Vice President & Director of Fixed Income), Geoff Waters, (Vice President & Portfolio Manager, Pensions and Institutional), and Ted Conrod, (Vice President & Portfolio Manager, Canadian Equities).

For greater detail on these asset classes, please click on the Canadian Equity or Bond links to your left.