Legal Notice

Privacy and security

Portfolio Metrics Canada adheres to strict security standards and is committed to taking all necessary precautions to protect the confidentiality of the personal information disclosed.


Portfolio Metrics Canada and its managers do not offer investment advice or recommendations. We do not monitor or track your objectives. Portfolio Metrics Canada and Verifolio are trademarks of Portfolio Metrics Inc. used under license.

Satisfaction guaranteed

Our goal is to provide you with a service that exceeds your expectations and helps improve your finances. If, for whatever reason, you are not satisfied with our services, regardless of the reason, we will do everything in our power to review, and meet, your needs.

Data security

We apply extensive security policies, procedures and guidelines to ensure the protection of personal data entrusted to our company. Therefore, we only use your personal and financial data when analyzing your portfolio; we never share this data with third parties without your authorization.

Proven technologies

We apply the latest security standards to protect our systems and your personal data. All data is safeguarded on servers adhering to ISO/IEC 27 000 recommendations.