Privacy Policy

Use of the Internet

Privacy issues, including security and confidentiality of personal information disclosed on or through this website, are viewed very seriously by Portland Investment Counsel. Policies governing the protection of privacy are strictly observed and enforced to ensure the highest standards of protection of privacy and personal information.

When you visit this website, move from page to page, read pages, or download its content onto your computer, the following information may be recorded:

  • The address you are connecting from
  • Which pages are visited
  • What content is downloaded
  • The address of the websites that you visited immediately before coming to this website.

Portland Investment Counsel uses this information to find out how many people visit this website and which sections of the website are visited most frequently. Portland Investment Counsel may use this information to determine what type of information is most useful, improve this website, address your specific needs, provide better customer service and for general marketing purposes. The information may also be used to provide records of communication between Portland Investment Counsel and you, and to comply with any legal and/or regulatory requirements.

None of the information collected is associated with any individual. It is measured only in aggregate. Portland Investment Counsel records the statistical information on the numbers of visitors to this website, but no information about individuals in particular is kept or used. Certain Portland Investment Counsel employees will be provided with information about a website visitor in order to serve that visitor's needs and provide the visitor with information regarding specific products. Portland Investment Counsel employees are instructed to use strict standards of care in handling the personal, confidential information.

Consent to Collecting, Holding, Using and Disclosing Personal Information

With your consent, Portland Investment Counsel may at times collect, hold and use personal information. Your knowledge and consent to Portland Investment Counsel's collection, use and disclosure of your personal information is important. We rely on your actions as indications of your consent to our existing and future personal information practices:

  • Your voluntary provision of personal information directly to Portland Investment Counsel or through your financial advisor/dealer;
  • Your express consent or acknowledgement contained within a written, verbal or electronic application process;
  • Your consent solicited by Portland Investment Counsel (or our agent) for a specified purpose;
  • Your consent given through your authorized representative such as a legal guardian, agent or holder of a power of attorney.

Subject to certain legal or contractual restrictions and reasonable notice, you may withdraw your consent at any time. If you wish to withdraw consent or discuss the implications of such withdrawal, please contact us through one of the means described below. In some circumstances, legal requirements may prevent you from withholding consent. Your decision to withhold consent may also limit the products and services that Portland Investment Counsel is able to provide to you.


Portland Investment Counsel Inc. is committed to ensuring and protecting the privacy and confidentiality of its clients’ personal information.

Please click here to download the PDF

This Code describes how we collect, hold, use and when necessary, disclose your personal information. It also summarizes your right to have access to correct the information as necessary. If you have any questions about our privacy code or your personal information, please contact Portland Investment Counsel's Privacy Officer at 1-888-710-4242 or e-mail your privacy concerns to