Portfolio+
What Is a Credit Union?
If you’ve ever wandered the warm, misty streets of Vancouver in the spring, driven the flat endless plains of the Canadian Prairies, or even grew up in small town Ontario, there’s a very good chance that you’ve seen a credit union here and there. Throughout Canada, both small and large independent credit unions are a staple of the communities they
What Is a Reverse Mortgage?
What Is a Reverse Mortgage? Exclusively designed for seniors or individuals aged 55 years and older who either already own their home or are close to paying off their mortgage, a reverse mortgage is a loan that allows homeowners to borrow money against the equity in their homes. In contrast to a conventional mortgage, a reverse mortgage does not require
Portfolio+’s Laptop Donations Continue
In early 2022, Portfolio+’s CEO, Dianne Cupples, signed the CEO Pledge which is a call to action from Microsoft and Computers for Success Canada (CFSC). The program encourages Canadian CEOs to help bridge the digital divides for underserved communities by committing their organization’s used devices to the Government of Canada’s Computers for Schools Plus (CFS+) program. Since 1993, the
GIC Software | 5 Best Features for Financial Institutions
What Are the 5 Best GIC Software Features for Banks and Financial Institutions? Banks and financial institutions know that the right GIC software is one of the most critical components of a core banking system. It not only provides a trusted foundation for creating and offering a diverse range of deposit products that appeal to a wide range of investors,
Revamped Portfolio+ Offices
Portfolio+ is excited to announce the opening of their newly renovated offices. With a complete office refresh and redesign, Portfolio+ knocked down walls, eliminated ineffective space and modernized its entire office space. The new space features inspirational zones for collaboration and idea encouragement, quiet offices for when challenges or urgent tasks need to be completed, as well as a
Are GIC Investments Making a Comeback?
GIC investments are traditionally more popular among a certain type of investor, but according to recent data from the Bank of Canada, it appears that GICs and fixed-term deposits are on the rise with their popularity set to skyrocket in 2023, as more and more Canadians turn to safer investments in the face of heightened economic uncertainty. In fact, data
Episode 5: The Importance of a Partner Ecosystem
Donna Galloway on Board of Open Finance Network Canada
Portfolio+ is thrilled to announce that Donna Galloway, Vice President of Marketing, has joined Open Finance Network of Canada (OFNC) as a Board Member. With over twenty-five years of experience in the financial services industry, Donna has extensive experience in strategic planning, product marketing, digital marketing, finances, pre-sales, product design and management across all phases of growth. Over the
Episode 4: Guarantee Your Success: Maximize your Profits with Term Deposits
Donna Galloway Speaks at Open Banking Expo
On November 17, 2023, Portfolio+ was a Platinum Partner at the Open Banking Expo Canada Conference. Portfolio+ had the opportunity to participate in two speaking engagements at the conference. Portfolio+’s VP of Marketing, Donna Galloway, was part of a Powerhouse Debate entitled, “Cost of Living Crisis , Open Banking and the Desired Impact.” Panelists included Andrew Graham from Borrowell,
in Stouffville, Canada