About Us & Contact
Headquartered in Toronto—one of the world's most stable and respected financial centers—iPortfolio was founded on the principle that in a complex world, clarity is the ultimate competitive advantage. The name 'iPortfolio' reflects our core philosophy: the 'i' stands for the institutional-grade **intelligence** and **insight** we bring to every portfolio, transforming complex data into decisive action. Our team of seasoned professionals—holding CFA, MBA, and CPA designations—brings institutional-grade expertise to every engagement. We combine rigorous quantitative analysis with deep market experience to deliver actionable insights that empower our clients to navigate uncertainty, optimize performance, and build resilient enterprises. Our experts are ready for deployment globally, available for both on-site and off-site engagements to meet our clients' specific needs.
To be the trusted partner for financial institutions and private clients seeking to master risk and unlock value. We are committed to delivering innovative solutions, objective advice, and unparalleled service, grounded in the highest standards of integrity and professional excellence.
- Integrity: Upholding the highest ethical standards in all our dealings.
- Excellence: A commitment to rigorous analysis and flawless execution.
- Partnership: Building long-term relationships based on trust and mutual success.
- Innovation: Continuously seeking better ways to solve complex problems.