Company Summary

Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with investable assets of $1,000,000 or more. A client relationship encompasses the principal client along with immediate family and controlled accounts.

Founded in 1964 in Toronto, Canada, our firm is committed to delivering personalized investment service to our clients. We provide a highly customized service. Individualized portfolios are designed to provide stability and diversification using stocks, fixed income and cash – tailored to each client’s unique needs. Our portfolio managers endeavour to manage each account to meet the objectives of the client. It is our goal to provide the best return, net of fees, net of tax and net of expenses within the risk tolerance of each client. We strive to accomplish this through the development of an appropriate asset mix and through diversified security selection for each individual client portfolio.

Our mission is to preserve and enhance our clients’ wealth. We have long standing client relationships and are privileged to be investing in some cases on behalf of the third generation of our clients.

Source: Portfolio Management Corporation

Unique Value Proposition

Long Term Perspective

We are long term stewards of capital not traders. Thinking long term allows us to purchase stocks for sale at value prices due to temporary issues but where we believe a reversion to prior operating levels is probable. We look for catalysts that will allow this thesis to occur and buy low before the often myopic market is able to see it. Our focus on the long term prospects of a company allows us to put the short term news flow into the background and focus on more meaningful long term trends.

Global Diversification
In addition to solid Canadian and US assets we have found that non-North American exposure offers significant return and diversification opportunities. Our clients benefit from a global value orientation which increases industry diversification and provides exposure to areas of the world that have either faster growth prospects or alternatively where there is a great amount of pessimism embedded in stock prices. We have substantial and tenured expertise in international investing.

Prudent and Time Tested Asset Allocation
Asset allocation is the use of different asset classes such as cash, bonds, preferential shares and equities within a portfolio. We take into consideration our client’s financial goals, their time frames and risk tolerances in deriving the most appropriate asset mix for them. We will adjust the mix of asset classes to suit their needs and to benefit from changing economic and market conditions. Diversification at this level provides stability to the portfolio as required.

Absolute Return Focus
We are not beholden to index benchmarks. Always cognizant of the adage “good companies do not always make good stocks”, we dig past emotion to arrive at the best risk adjusted return potential for our clients. As investors experienced in 2008 and 2009, relative returns are poor comfort in volatile markets. We seek to avoid the herd mentality by parsing through the global universe for the top quality stocks as measured by our criteria, not a benchmark.

Source: Portfolio Management Corporation

AUM ($Bil)


Year Founded


Key Personnel

Frederick Burton CFA, Managing Director
Rhonda Dalley, MBA, CFA, Managing Director
Norman Levine MBA, CFA, Managing Director


4 King Street West, Suite 805
Toronto, Canada
M5H 1B6

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