Privacy Policy

At Portfolio, we are committed to protecting your personal information and respecting your privacy. Whether you're signing up for our newsletter or submitting an application through our Portfolio For Purpose program, your trust is essential to us. This Privacy Statement outlines how we collect, use, and safeguard your information in accordance with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

1. Information We Collect

We may collect the following personal information:

Full name
Email address
Organization name (for Portfolio For Purpose submissions)
Role/title and contact information
Any other details you voluntarily provide via submission forms

2. How We Use Your Information

We use your information to:

Send newsletters, updates, and curated insights about strategy and execution
Review and respond to submissions for our Portfolio For Purpose initiative
Communicate with you regarding our services and relevant opportunities
Improve our website, services, and outreach efforts

We will never sell your personal information to third parties.

3. Consent

By submitting your information, you are providing us with your consent to collect and use it for the purposes stated above. You may withdraw your consent at any time by unsubscribing from our communications or contacting us directly.

4. Storage and Security

Your data is stored securely and is protected against unauthorized access, loss, or misuse. We use secure servers and encrypted platforms to manage and store personal information.

5. Third-Party Tools

We may use third-party services such as email platforms (e.g., Mailchimp or HubSpot) to manage subscriptions and communications. These providers are also required to comply with PIPEDA or equivalent privacy standards.

6. Access and Correction

You have the right to request access to your personal information and to correct any inaccuracies. To do so, please contact us at info@weareportfolio.com.

7. Withdrawing from Communications

You can unsubscribe from our newsletter at any time using the link provided in each email. If you wish to be removed from our database entirely, please contact us directly.

8. Contact Us

If you have any questions or concerns about this Privacy Statement or how your data is handled, please contact:

Portfolio Solutions Group
Email: info@weareportfolio.com
Website: www.weareportfolio.com