The Portland Difference

We believe in providing Canadians with the principles of wealth creation and the ACCESS to tools and products that are truly aligned with the principles of wealth creation.

Wealth Preservation and Creation

At Portland, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing.

The Wealthy Invest Differently. At Portland we understand this and have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.

How Wealth is Created

Wealth is created not only in the public markets, but also by private businesses. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments.

The largest and most successful institutions in the world, like the Canada Pension Plan (CPP), has altered their asset mix in recent years to include private/alternative investments.
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Michael Lee-Chin

Michael Lee-Chin discusses the illiquidity discount and private investing.
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Investor Needs

The investment objectives of successful institutions and affluent investors are the same as those of the wealth-seeking investor:


  Preserve Capital    
  Tax Minimization    
  Liquidity    
  Income    
  Growth

Yet... The Wealthy Invest Differently

The world’s most successful institutions and affluent investors have acheived above average rates of return utilizing an asset mix combining traditional and private and alternative investments. Why? Private Investments are not impacted by market fluctuations which dampens volatility and are a source of diversification that can mitigate overall portfolio risk and are often long-term investments with high growth potential.

The Wealthy Invest Differently. Portland's mission is to provide all wealth-seeking investors with ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.


Traditional InvestmentsPlusPrivate/Alternative InvestmentsEqualsThe Mandeville Difference
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