Services

As a full-service dealer the types of services PortfolioHiWay can offer is wide-ranging. However, no matter what service is best for you, we remain focused on providing real human conversations and advice, diligent investment and compliance programs and above all, doing what's right for you, your family, and your business.

Portfolio Management

Fully discretionary oversight.

Our professionals execute your investment strategy without requiring ongoing approvals. You gain the convenience of hands-off management with the confidence of your assets managed by a professional Portfolio Manager.

Advisory Services

Direct Access to our investment pros.

They provide tailored recommendations based on your goals. You stay in control of every decision and are supported by the insights usually reserved for Canada’s largest investors. It’s full-service advice, modernized and built around you.

Trade Execution

No additional fees, commissions, or trading costs.

PortfolioHiWay’s trade desk offers institutional trade execution for clients of all sizes. Institutional execution translates to greater security availability and more competitive pricing.

Custody Services

Your funds are segregated and secure.1

In partnership with National Bank Independent Network (carrying broker), PortfolioHiWay offers secure custodial services including tax reporting and Canadian Investor Protection Fund protection.2

Employee Savings Plans

Quietly eliminate your administrative headaches.

PortfolioHiWay can custody and administer Employee Savings Plans and RRSP Matching Programs. Employees and members can access Advisory Services and receive access to the secure Client Portal to relieve the administrative burden for the sponsor.

Compliance Services

Turn restricted securities into secure opportunities.

Risks are high for families and firms that have access to securities with specific trading and beneficial ownership limitations. PortfolioHiWay can securely hold and limit trading in those securities with customizable terms and conditions.

1 Any free credit balances represent funds payable on demand which, although properly recorded on the books, are not segregated and may be used in the conduct of business. Cash balances in registered accounts are held in trust by the plan trustee Natcan Trust Company, a subsidiary of National Bank of Canada.

2 Accounts are protected by the CIPF within the specified limits. Please refer to www.cipf.ca for more information about eligibility criteria.