International & Compliance
Operating from our headquarters in Toronto, one of the world's most respected financial hubs, iPortfolio serves a discerning international clientele. Our team of CFA, MBA, and CPA professionals possesses deep expertise in navigating the complexities of cross-border finance, international regulatory frameworks, and global investment strategies. We provide our clients with the sophisticated insights needed to thrive in a globalized market, while upholding the rigorous standards of the Canadian financial industry.
iPortfolio is a dedicated partner to investors, sovereign wealth funds, and family offices throughout the Gulf. We act as a strategic bridge for capital flows between North America and the Middle East, offering bespoke advisory services that respect local financial and ethical frameworks. Our expertise is tailored to the region's ambitious goals, including direct support for Vision 2030 initiatives through expertise in global asset structuring, private equity co-investment, and direct infrastructure projects. We provide the institutional-grade diligence and execution required to build lasting, valuable partnerships.
Our operations are governed by the robust legal and regulatory framework of Canada, renowned for its stability and investor protection. We are committed to upholding the highest standards of professional conduct, ethics, and transparency in all our dealings. Our firm is fully insured, and all our professionals undergo continuous, rigorous legal and compliance training to ensure our clients' interests are always protected.
Our Legal Footing
iPortfolio Corporation is a federally incorporated Canadian entity. Our services are provided in accordance with the laws of Ontario and the federal laws of Canada applicable therein. We are subject to oversight from relevant Canadian regulatory bodies, ensuring our compliance with stringent financial and ethical standards. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, product, or service in any jurisdiction where such an offer or solicitation would be unlawful.
In our commitment to accessibility and to honouring our Canadian heritage, we are in the process of making our website and all client materials fully available in both English and French. We are also expanding our support to include other languages, such as Arabic, to better serve our international partners. We appreciate your patience as we complete this important initiative.