About Portfolio+

Welcome to Portfolio+.

OUR Mission

Enabling the financial marketplace with solutions that impact Canadians every day. 

INTEGRITY

We approach disagreements with respect and support decisions as a team.

ACCOUNTABILITY

We follow through on commitments and hold each other responsible with professionalism.

COLLABORATION

We build trust, welcome feedback, and grow through diverse perspectives.

EXECUTION

We learn quickly, support each other, and celebrate shared success.

COMMUNICATION

We communicate openly, clearly, and respectfully to work well together.

OUR Culture

At Portfolio+, our culture is more than just a buzzword — it’s the foundation of how we work, innovate, and grow. We are a forward-thinking, people-powered company driven by purpose and performance.

We champion transparency, teamwork, and continuous improvement. We embrace change, support wellness, and empower every team member to contribute meaningfully. From reimagining banking technology to giving back through mental health advocacy, we align our work with impact — always.

Portfolio+ is where visionaries, problem-solvers, and changemakers thrive. Because here, we don’t just build software. We build trust, community, and the future of finance.

Picture Yourself at Portfolio+

We’d love to get to know you!

MEET OUR Team
Behind every solution is a real face, a bold idea, and a great team. This is just some of us.

various photos of Portfolio+ team

Click here to meet our Leadership Team.

A WORD FROM ALL OF US

At Portfolio+, we acknowledge that we live, work, and connect on the traditional, ancestral, and unceded territories of First Nations, Inuit, and Métis peoples across Canada.
We respectfully acknowledge that our office in Stouffville, Ontario, is located on the traditional territory of the Williams Treaties First Nations, which include the Mississaugas of Scugog Island, Curve Lake, Hiawatha, Alderville, Beausoleil, Georgina Island, and Rama.
We honour and respect the enduring connection Indigenous Peoples have to the land, waters, and communities. We recognize their leadership, resilience, and invaluable contributions—past, present, and future.
As we grow and innovate, we remain committed to listening, learning, and contributing meaningfully to truth and reconciliation.

The Portfolio+ Team

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