Portfolio+
24
Feb
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
15
Feb
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
20
Dec
Episode 5: The Importance of a Partner Ecosystem
We all know the power of partnerships and how important it is to have the right partner ecosystem. Our newest podcast episode features an insightful conversation between Dianne Cupples, CEO of Portfolio+ and Bruce Duthie, Chief Risk Officer and Chief Information Officer at Peoples Group. As a partner of Portfolio+, Peoples Group provides specialty and tailored financial products and servicesRead more
19
Dec
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
2
Dec
Episode 4: Guarantee Your Success: Maximize your Profits with Term Deposits
In this podcast episode, we discuss what is possible in the term deposit space. This episode features Kim Muise, the Vice President of Business Development at CANNEX. CANNEX Financial Exchanges facilitates the efficient and accurate exchange of pricing and analytics for annuity and bank products between financial institutions in Canada.The main focus of this insightful podcast is to discuss currentRead more
21
Nov
Donna Galloway Speaks at Open Banking Expo
On November 17, 2022, 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,
31
Oct
Portfolio+ Elevates Security Stance with Its Successful SOC 2® Type 2 Examination
Portfolio+ chose the industry-recognized 360 Advanced, Inc., a licensed CPA cybersecurity and compliance firm, to perform the demanding third-party examination. Portfolio+, which leverages innovative technologies to drive an open banking ecosystem for personalized banking and financial services, announced today it has successfully completed its System and Organizational Controls (SOC) 2® Type 2 Report on controls relevant to Security, Availability and
17
Oct
Check out our Chief Technology Officer at Open Banking Expo
Portfolio+ is pleased to share that our Chief Technology Officer, Steven Thomas will be participating in a Powerhouse Debate Panel at this year’s Open Banking Expo conference. The event is being held on November 17, 2022 at the Vantages Venues in downtown Toronto. Steven’s panel topic entitled “Is Read Access Enough to say we Have Open Banking?” will be
21
Sep
Dianne Cupples Speaks at OFNC Event
On September 20, 2022, our CEO, Dianne Cupples was part of a panel discussion for Open Finance Network Canada’s (OFNC) first in-person event in downtown Toronto. The topic was about the importance of open finance to small and medium-sized enterprises. Panelists included with Stephen Hogg from Mastercard, Michelle Beyo from Finavator and Cindy Zhang from Borden Ladner Gervais LLP. Thanks
19
Sep
Portfolio+ Open 2022 – Another Success!
Portfolio+ is excited to announce that the 11th annual charity golf tournament, the Portfolio+ Open has now raised over $310,000 for Kids Help Phone. This year’s event was held on Tuesday, September 13, 2022 at the prestigious Angus Glen Golf Course in Markham. Each year, the event is an opportunity for the Financial Industry to get together for a
in Stouffville, Canada