Our Story

PortfolioHiWay is privately owned and completely independent, without any affiliation to any major financial services institution. Our only incentive is to serve the best interests of our clients.

We combine decades of professional expertise with our digital platform to make your investment life easier, all with a transparent fee structure traditionally reserved for only the largest Canadian institutions. It’s your money, keep it.

The traditional investment industry is segmented to cater to two entirely different groups: the retail investor and the institutional investor. PortfolioHiWay was founded to fill the gap between the two.

We provide sophisticated investors, who are underserved by traditional models, the access and service they should expect as a family office, high-net-worth individual, or institution.

When we started the process to become Canada’s first full-service digital investment dealer in 2017, well before the pandemic, people wondered why we wouldn’t just use the telephone like other full-service dealers.

We told them, “That’s 1904 Alexander Graham-Bell technology!”

Our digital platform streamlines the administrative component of wealth management and makes it easier for you to access your portfolio and the investment solutions tailored for you. Although your access is digital, your investments are managed by real investment professionals.