Portfolio Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

130 Adelaide St W Ste 3401, Toronto, Ont...

Phone Number

(416) 363-8797

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Portfolio Management

Portfolio Management Corporation has been managing money since 1964, focusing on creating wealth for clients through individualized portfolios. They offer a low fee structure and emphasize an absolute return and global investment strategy. The firm provides direct contact with portfolio managers, ensuring personalized service for their clients. Their target clients include individuals seeking tailored wealth management solutions.Explore more
Portfolio Management's Social MediaPopular SearchesPortfolio Management CorpSIC Code 62,628NAICS Code 52,523Show more

Portfolio Management Org Chart

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Managing Director

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Portfolio Management

<$5M
1-10
Private
-
1970
RW
Regina WongVice President
$19.6M
11-50
Private
-
-
ML
Marc LavoieDirector and Portfolio Manager
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$6M
11-50
Private
-
2007
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
1-10
Private
-
2004
Pd
Paul de SousaWealth Management, Sales & Development Head
<$5M
1-10
Private
-
2008
DT
Darren ThaiPortfolio Manager
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Company Profile Activity

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Activity Insights

Portfolio Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Portfolio Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Portfolio Management.

Portfolio Management Tech Stack

A closer look at the technologies used by Portfolio Management

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Frequently Asked Questions Regarding Portfolio Management

What is Portfolio Management's official website?
Portfolio Management's official website is www.portfoliomanagement.ca
What is Portfolio Management's Revenue?
Portfolio Management's revenue is <$5 Million
What is Portfolio Management's SIC code?
Portfolio Management's SIC: 62,628
What is Portfolio Management's NAICS code?
Portfolio Management's NAICS: 52,523
How many employees does Portfolio Management have?
Portfolio Management has 1-10 employees
What industry does Portfolio Management belong to?
Portfolio Management is in the industry of: Finance, Securities Trading
What is Portfolio Management competition?
Portfolio Management top competitors include: Provisus Wealth Management, Bcv Asset Management, Manulife Investment Management, PARK Private Wealth
What technology does Portfolio Management use?
Some of the popular technologies that Portfolio Management uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, easyDNS
How do I contact Portfolio Management?
Portfolio Management contact info: Phone number: (416) 363-8797 Website: www.portfoliomanagement.ca
What does Portfolio Management do?

Portfolio Management Corporation has been managing money since 1964, focusing on creating wealth for clients through individualized portfolios. They offer a low fee structure and emphasize an absolute return and global investment strategy. The firm provides direct contact with portfolio managers, ensuring personalized service for their clients. The... ir target clients include individuals seeking tailored wealth management solutions.Read More

What are Portfolio Management social media links?
Portfolio Management Linkedin page
Is Portfolio Management a public company?
Portfolio Management is private company therefore does not currently have an official ticker symbol
See more information about Portfolio Management

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