Our Story

PSC and its associate companies manage over $1.3 billion in assets for over 30,000 clients. PSC specializes in developing long-term strategies for our clients to help them achieve their goals. Your financial success is our first priority.

At Portfolio Strategies our name says it all. We believe in balanced and conservative investment strategies that help clients manage risk.

Portfolio Strategies Corporation (PSC) is one of Canada's largest independent mutual fund dealers. Founded in 1994, PSC is unique among dealers in that its roots are as a Managing General Agency in the Life Insurance business, where advisor service was everything. PSC understands your business and what you need to be your best. We "get it". You will too.

You'll get the strategies that achieve long-term financial success. Our associates have access to over 100 investment management firms. Our customized portfolios can work for you.

We live up to our name - Portfolio Strategies...Our unique approach includes a "proprietary style" not proprietary product.

Portfolio Strategies Corporation has offices in Vancouver, Calgary, Edmonton, Regina, Saskatoon, Winnipeg, and Toronto. We specialize in helping advisors help their clients with proven, common sense financial planning and investment advice.

Our associates have access to over 100 investment firms, investment counselors, common sense compliance and back office support to help them build a better business today. You'll be happy you're one of them.