The Portland Difference

We have garnered a reputation for being a long-term shareholder and for taking significant positions in investee companies. We believe that wealth should be invested in a manner that is most aligned with the principles followed by successful wealth creators.

Whenever you invest in any Portland Investment Counsel service or solution, you are assured that our goals will be to:

  • Preserve your capital over the long term, because we only invest in the highest quality businesses available
  • Grow your capital at a reasonable rate, as we invest in businesses that are in strong, long-term growth industries
  • Minimize taxes on your capital as we hold businesses for the long-term, giving you tax-deferred compounding
  • Be investment partners with the same expectations, time horizons and methods of measurement
  • Offer complete transparency to your investments

who we are

Portland Investment Counsel

Put simply, we are an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer. We have a reputation for being Owners and Operators thus we are insightful Investors. Portland Investment Counsel provides portfolio management and exempt market dealer services as well as investment products. Our investor roots date back to 1987.

what we do

  • Mutual Funds
  • Closed End Funds
  • Alternative Investments
  • Private Investments
  • Exempt Market Dealer

Portland Investment Counsel is proud to be a Founding Partner of the Private Capital Markets Association of Canada (the "PCMA") which is the national voice of Canada’s private capital markets. Portland Investment Counsel works closely with the PCMA on many initiatives, one of which was advocating for changes to the rules relating to prospectus exemptions including making the offering memorandum exemption available in Ontario. Portland Investment Counsel continues to be involved on the PCMA leadership team and with the advocacy group helping with response letters to proposed changes to regulations as well as taking part in discussions with regulators. For more information on the PCMA purpose and mission, visit

who we serve
  • Retail investors via
    • Mutual funds
    • Private and alternative investments
  • High Net Worth investors via
    • Portland Investment Counsel discretionary managed accounts
    • Private and alternative investments
  • Institutions
    • Public securities mandates
    • Alternative mandates
    • Private Equity mandates

What are the special needs of our clients?

  • Investors that expect to be “investment partners”
  • Investors that expect transparent investments that are based on “fair value”
  • Investors that want to avoid the noise of the markets (effects of emotional trading and computer program trading)
  • Investors that want “like-minded” investment partners:

         - Same expectations

         - Same time horizons

         - Same methods of measurement