Customizable Client Portal

In partnership with Portfolio Xpressway, a related company, PortfolioHiWay has developed an in-house client portal offering daily reporting on account summary, holdings, transactions, performance and secure document delivery. The portal is customizable to cater to individual client preferences and is available on desktop and mobile app.

Mobile App

Investing at your fingertips.

Things just got easier. Our mobile app puts your investment life at your fingertips, so you can check in, stay informed, and manage with confidence wherever you are.

Apple App Store Google Play Store

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Broad Market Access

PortfolioHiWay provides our clients access to thousands of ETFs, equities, bonds, money market securities, mutual funds and OM funds including select private funds.

Foreign Exchange

PortfolioHiWay offers institutional FX between CAD and USD – no markups, no commissions, no spread and no additional fees.

Separately Managed Accounts

Clients can hold actual equities and bonds in accounts instead of holding "units" that represent partial ownership of securities.