PortfolioHiWay
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 11-50 Employees

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Overview

Headquarters

3080 Yonge St Suite 3037, Toronto, Ontar...

Phone Number

(833) 774-4929

Revenue

$11.9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
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Aug
ZI Rank
1
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2
2

About PortfolioHiWay

PortfolioHiWay® is a privately-owned, Canadian wealth management firm dedicated to serving sophisticated investors, including high-net-worth individuals, family offices, and institutions. As a full-service investment platform, PortfolioHiWay offers a full suite of products, including Separately Managed Accounts, model portfolios, bonds, equities, and managed products. The firm adds value for clients by offering institutional trade execution, access to industry leading asset managers as well as turnkey custody solutions and by partnering with PortfolioHiWay, clients can trust they are receiving unbiased, tax conscious advice with transparent, commission-free pricing.Explore more
PortfolioHiWay's Social MediaPopular SearchesPortfolioHiWaySIC Code 62,628NAICS Code 52,523Show more

PortfolioHiWay Org Chart

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Daniel Im, Chief Financial Officer & General Counsel at PortfolioHiWay
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Chief Financial Officer & General Counsel

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HH
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Chief Revenue Officer, Cco

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William Tabin, President at PortfolioHiWay
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President

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Deputy Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PortfolioHiWay

$11.9M
11-50
Private
-
-
Daniel Im, Chief Financial Officer & General Counsel at PortfolioHiWay
Daniel ImChief Financial Officer & General Counsel
$6M
11-50
Private
-
2007
Dale Hawthorn, President & Co-Chief Executive Officer at Bcv Asset Management
Dale HawthornPresident & Co-CEO
<$5M
11-50
Private
-
-
ER
Emma RadcliffeAssociate Advisor and Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
BH
Bertha HidalgoChief Financial Officer
<$5M
1-10
Private
-
2001
NR
Nigel RobertsProfessional Portfolio Manager
<$5M
1-10
Private
-
2002
EM
Elaine MaxwellChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

PortfolioHiWay Tech Stack

A closer look at the technologies used by PortfolioHiWay

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Frequently Asked Questions Regarding PortfolioHiWay

What is PortfolioHiWay's official website?
PortfolioHiWay's official website is www.portfoliohiway.com
What is PortfolioHiWay's Revenue?
PortfolioHiWay's revenue is $11.9 Million
What is PortfolioHiWay's SIC code?
PortfolioHiWay's SIC: 62,628
What is PortfolioHiWay's NAICS code?
PortfolioHiWay's NAICS: 52,523
How many employees does PortfolioHiWay have?
PortfolioHiWay has 11-50 employees
What industry does PortfolioHiWay belong to?
PortfolioHiWay is in the industry of: Finance, Securities Trading
What is PortfolioHiWay competition?
PortfolioHiWay top competitors include: Trapeze Capital, Michael Lockhart Wealth Management, Tower Asset Management, Bluenose Investment Management
What technology does PortfolioHiWay use?
Some of the popular technologies that PortfolioHiWay uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
Who is the CFO of PortfolioHiWay?
PortfolioHiWay's CFO is Daniel Im
How do I contact PortfolioHiWay?
PortfolioHiWay contact info: Phone number: (833) 774-4929 Website: www.portfoliohiway.com
What does PortfolioHiWay do?

PortfolioHiWay® is a privately-owned, Canadian wealth management firm dedicated to serving sophisticated investors, including high-net-worth individuals, family offices, and institutions. As a full-service investment platform, PortfolioHiWay offers a full suite of products, including Separately Managed Accounts, model portfolios, bonds, equities, a... nd managed products. The firm adds value for clients by offering institutional trade execution, access to industry leading asset managers as well as turnkey custody solutions and by partnering with PortfolioHiWay, clients can trust they are receiving unbiased, tax conscious advice with transparent, commission-free pricing.Read More

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

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