Portfolio+ Inc.


Portfolio+ at the 2023 CLA Lenders Summit!

We are pleased to be a Sponsor at the Canadian Lenders Association’s 2023 Lenders Summit! Join us on November 1st at the MaRS Discovery District in Toronto and expand your network, form valuable partnerships, and gain insights about the latest trends and technologies in lending. This event is a great opportunity to connect with other professionals in the lending industry,

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Over $25,000 Raised at this year’s Portfolio+ Open!

Portfolio+ is proud to announce that the 12th annual charity golf tournament, the Portfolio+ Open, has successfully raised over $340,000 for Kids Help Phone. The event took place on September 19, 2023, at Angus Glen Golf Course in Markham. It was a great opportunity for members of the financial industry to come together for a day of networking and fun

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Episode 6: Grow your Business 1500% with a Term Deposit Solution

Transcript + Dianne Cupples: Hello. I’m Dianne Cupples, CEO of Portfolio+ and I’d like to welcome everyone to today’s  podcast episode. In our podcast series, we chat with individuals leading innovation in the Canadian financial services space, by focusing on sharing journeys, thoughts, approaches and learnings. Our community of banks, credit unions, challenger banks, fintechs and other financial service providers
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The 12th Annual Portfolio+ Open

We are excited to announce that our annual charity golf tournament, the 12th annual Portfolio+ Open is being held on Tuesday, September 19, 2023. We are at the prestigious Angus Glen Golf Course in Markham again this year. As in previous years, the event is in support of Kids Help Phone with all proceeds going directly to the charity. Registration

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Come See us at Open Banking Expo 2023!

We’re excited to announce that we’re back as a Platinum Partner at this year’s Open Banking Expo Canada conference. The annual event which brings together industry innovators, disruptors and visionaries to help drive the adoption of Open Banking, Open Finance, and beyond is being held on June 15, 2023 at the Metro Toronto Convention Centre. Portfolio+ is pleased to be

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