Portland Investment Counsel Inc.

05/27/2026

💡 Shining a light on what matters.
Thank you for attending—we hope it helped illuminate new perspectives

05/25/2026

Nuclear is here and gaining momentum as the energy landscape evolves.

The energy transition conversation continues to evolve, with nuclear receiving renewed attention.

We will examine current developments and how nuclear energy is being discussed within broader portfolio considerations among advisors.
For investment professionals, nuclear is part of ongoing portfolio allocation discussions.

Join us May 27th at 11 AM EST for an advisor-only educational webinar exploring current developments and related portfolio considerations.

Advisor-Only Webinar: Energy Transition Investing: Understanding Nuclear’s Role in Portfolio Allocation Strategies.
An application for CE credit-approval has been submitted and is pending approval.

Register here:
https://us06web.zoom.us/webinar/register/WN_Y05qm_f8Th6ja8XF9lnWbQ
Fund Webpage: https://bit.ly/PROFFund

For investment professionals only. This content is for informational purposes only and does not constitute investment advice or a recommendation.

05/22/2026

Nuclear is here — and gaining momentum as the energy landscape evolves. Join us May 27 to explore current developments and potential investment considerations.

Ontario is advancing a proposed nuclear development that could make the Kincardine Bruce Power site the largest nuclear power generating plant in the world.
https://www.wealthprofessional.ca/news/industry-news/ontario-is-planning-the-worlds-largest-nuclear-plant-what-do-advisors-need-to-know/392463

What we see as driving this shift:
• Rising electricity demand
• Increasing government investment
• Growing private market interest

At Portland, we’re closely monitoring nuclear’s potential role as a reliable, lower-emission energy source, as markets increasingly consider the importance of stability and scale.

For investment professionals, nuclear is increasingly part of the portfolio allocation conversation.

Join our upcoming Advisor-Only webinar:
Energy Transition Investing: Understanding Nuclear’s Role in Portfolio Allocation Strategies
👉 Advisors can register to explore current developments and portfolio considerations:
https://us06web.zoom.us/webinar/register/WN_YO5qm_f8Th6ja8Xf9IhWbQ

Additional information about Portland’s perspective on this investment theme is available here:
https://portlandic.com/replacement-of-fossil-fuels-alternative

05/21/2026

We believe Canada is in a ‘pole position’ in the global nuclear renaissance, and the advantage is increasingly shifting to those who can execute.

At the Nuclear Renaissance Symposium at Georgian College, Michael Lee‑Chin joined industry leaders to explore the scale of the opportunity and what it will take to move it forward.

Canada’s depth across the nuclear value chain is notable, as one of the global leaders in medical isotopes and a key provider of reliable base load energy. This is a tangible and evolving opportunity. Progress now depends on coordination, capital, and disciplined ex*****on.

The message is clear: predict, plan, persevere.

At Portland Investment Counsel Inc., we continue to focus on investing in this transition through the Portland Replacement of Fossil Fuels Alternative Fund.

As momentum builds, staying informed becomes important. Join our upcoming advisor only call: "Energy Transition Investing: Understanding Nuclear’s Role in Portfolio Allocation Strategies"
https://us06web.zoom.us/webinar/register/WN_YO5qm_f8Th6ja8Xf9IhWbQ
Fund webpage: https://portlandic.com/replacement-of-fossil-fuels-alternative

Barrie Chamber of Commerce
Orillia District Chamber of Commerce
Georgian College

05/20/2026

Portland attended (Reuters Events Nuclear) last week, with Dragos Berbecel (Chief Investment Officer) and Christopher Deir (Chief Nuclear Officer, AIC Global Holdings Inc.) engaging in discussions focused on ex*****on within the evolving energy ecosystem.

What stood out to our team in Austin was the level of industry enthusiasm, engagement, and the pace of developments being discussed.

New nuclear technologies are increasingly being considered part of the energy transition as demand for clean energy grows.

Compared to ten years ago, there appears to be a shift in how nuclear is being evaluated, with private capital appearing to play a growing role.

Join our upcoming advisor-only webinar for a discussion on recent developments and considerations for investing in the nuclear energy space.

https://us06web.zoom.us/webinar/register/WN_YO5qm_f8Th6ja8Xf9IhWbQ

Learn more: https://portlandic.com/replacement-of-fossil-fuels-alternative

05/19/2026

Happy Birthday, PROFF!
Three years since launch, the Portland Replacement of Fossil Fuels Alternative Fund (PROFF) reflects a disciplined, forward-looking investment approach guided by the principles of Predict, Plan, and Persevere.
Learn more about the fund: https://portlandic.com/replacement-of-fossil-fuels-alternative
Learn more about the strategy and its positioning in today's evolving energy landscape on our upcoming Advisor-Only call: https://us06web.zoom.us/webinar/register/WN_YO5qm_f8Th6ja8Xf9IhWbQ #/registration

Join Portfolio Managers Michael Lee-Chin and Dragos Berbecel will discuss the philosophy and strategy behind the fund, as well as how they are currently positioning the portfolio for the next phase of the energy transition. Attention: This event is intended for registered dealing representatives and...

05/18/2026

Happy Victoria Day from all of us at Portland Investment Counsel Inc.! We hope everyone enjoyed the long weekend!

05/15/2026

The Portland Replacement of Fossil Fuels Alternative Fund - Series F has delivered a 46.08% annualized return since inception (April 28, 2023), reflecting exposure across the nuclear and broader energy value chain. https://bit.ly/PROFFund

Learn more about the strategy and its positioning in today's evolving energy landscape on our upcoming call: https://us06web.zoom.us/webinar/register/WN_YO5qm_f8Th6ja8Xf9IhWbQ #/registration

05/14/2026

At COP28 (United Nations Climate Change Conference), nations advanced global commitments to reduce emissions and accelerate the energy transition…

a shift Portland had already begun to address.

Three years ago, we launched the Portland Replacement of Fossil Fuels Alternative Fund (PROFF) —a forward looking strategy aligned with this shift. https://bit.ly/PROFFund

Join our upcoming webinar on May 27 to learn how:https://us06web.zoom.us/webinar/register/WN_YO5qm_f8Th6ja8Xf9IhWbQ #/registration

Join Portfolio Managers Michael Lee-Chin and Dragos Berbecel will discuss the philosophy and strategy behind the fund, as well as how they are currently positioning the portfolio for the next phase of the energy transition.

05/13/2026

Proud to be part of the leadership conversation on nuclear energy and healthcare. Michael Lee‑Chin shared his perspective that Canada is well positioned in nuclear energy and medicine, and discussed what it may take to sustain that leadership. As the landscape evolves, we’re seeing growing momentum behind nuclear in shaping what comes next.

Michael Lee-Chin told a Barrie symposium that Canada must invest in nuclear energy and medical isotopes to maintain its global advantage.