Our Team

Bill is President of Portfolio HiWay Inc. Bill spent the last couple of years in private consulting in the areas of operation effectiveness, risk management and regulatory compliance. Prior to that he was with RBC Financial Group for over 25 years where he has held several executive positions leading the AML & Financial Crime, Internal Audit, and Group Risk Management teams for RBC Global Capital Markets, Global Wealth Management, and Investor & Treasury Services. Bill has an MBA from UBC and Bachelor degrees in Business and Law. He has also completed the programs for Chartered Financial Analyst, Financial Risk Manager, Certified Internal Auditor, and industry courses in CPH, PDO, Investment Dealer Supervision.

Helen is Chief Compliance Officer (CCO) and Chief Risk Officer (CRO) of Portfolio HiWay Inc. Helen started her investment career at Canadian ShareOwner Investments, which was later acquired by Wealthsimple, where she held the roles of VP and CCO and continued to scale digital business operations, working closely with regulators and other fintech businesses. Most recently, she was VP Digital Investment Programs for Canso Investment Counsel. Helen has completed various industry courses, including the CSC, CPH, PDO, CCO, Traders Trading Course, BMC and EMP. She brings more than 20 years of investment industry experience in leading client relations and digital experiences, product and platform development, online trading, compliance, strategic development and scaling businesses. Helen also mentors for Women in Capital Markets and is Co-Lead of the Global Distance Mentorship Program at Women in ETFs.

Daniel is the Chief Financial Officer and General Counsel of Portfolio HiWay Inc. Daniel is a CPA, CA and a securities lawyer with a background in financial reporting, regulatory compliance, and corporate finance. He began his career at Deloitte LLP and then worked at Cassels Brock & Blackwell LLP after completing his law degree. Daniel’s prior roles also include being the CFO of RIWI Corp., a global trend-tracking and prediction technology firm, CFO of Adriana Resources Inc., a mining company, and a member of the Board of Directors for Geodrill Limited, a drilling company operating in Africa. Daniel has a Juris Doctor from Osgoode Hall Law School and a Master of Accounting from the University of Waterloo.

Brad is Vice Chair, Capital Markets of Portfolio HiWay Inc. In this role, he is responsible for capital markets product delivery to clients. Brad began his career as a fixed income trader with TD Securities and continued to advance within the organization, ultimately occupying different vice president and managing director roles, including Head of Corporate Trading and subsequently as Head of Debt Syndication. He then joined HSBC Securities as Managing Director, Head of Debt Syndication and most recently occupied the role of Managing Director, Head of Capital Markets, prior to joining Portfolio HiWay Inc. Brad has a Bachelor of Arts (Economics) degree from the University of Western Ontario.

Jhordan Dorrington, CFA is a Portfolio Manager and Head Trader at Portfolio HiWay Inc. Prior to joining Jhordan worked at several related entities including Canso Investment Counsel Ltd. and Lysander Funds Ltd. Jhordan's responsibilities include portfolio management, trade execution, and the supervision of the firm's Investment Advisors and Client Service Team. Jhordan enjoys spending time with his family, and on weekends can be found convincing his two young daughters to give up ballet and gymnastics in favour of golf.

David is Vice President, Wealth Advisory & Portfolio Manager at Portfolio HiWay Inc. In this role, he is responsible for business development, investment management and client service. David was a Brendan Wood International TopGun and Starmine-ranked Equity Research Analyst at a number of firms for over 20 years, including Merrill Lynch, National Bank Financial, Cormark Securities and Desjardins Capital Markets, covering a wide range of industries, acknowledged for his deep dives and rigorous analysis of transportation, industrial products, and consumer products companies. At Desjardins Capital Markets, he transitioned to becoming a successful Institutional Equity Salesperson. He also was a Portfolio Manager at Murray Wealth Group, launching a Global Equity Growth Fund and Income Growth Fund. Prior to joining Portfolio HiWay Inc., David was at LetkoBrosseau, serving as the Regional Head, Central Canada, leading the team outside of Quebec. David has a Bachelor of Commerce Degree from University of Toronto and is a CPA and a CFA charterholder.