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We are Portfolio Strategies

We are an investment dealership composed of ethical, independent financial advisors dedicated to giving their clients the very best in professional, customized, non-biased financial and lifestyle advice.

I WANT AN EXPERIENCED ADVISOR WHO CARES

Every individual has unique financial and lifestyle goals. An advisor can ensure that you and your family have a proper plan supplemented by investment products that are appropriate for you.

Client Overview
Our Products

Portfolio Strategies works with only the highest quality financial advisors in the business, and provides them with exceptional investment counselling and the tools and training they need to help you achieve financial success.

I WANT A GOOD HOME FOR MY BUSY PRACTICE

If you’re looking for support to help you build your own brand and business, then you’ve come to the right place.
Advisor Overview
Reasons to Join Us
Our goal is to provide advisors with smooth and accurate order processing, well researched information and reliable counsel. Qualified financial advice is essential to long-term investment success. That is why we provide a platform, structure, and ongoing support to help advisors realize their goals.

Mark S. Kent, CFA, CLU
President and CEO
Portfolio Strategies Corporation

About Portfolio Strategies Corporation

Founded in 1994 and based in Calgary, Alberta, Portfolio Strategies Corporation is one of Canada’s largest independent Mutual Fund and Exempt Market Dealerships. We have over $4.5 billion in assets under administration and more than 275 advisors registered in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick,  Prince Edward Island, Newfoundland & Labrador and Northwest Territories. We specialize in helping advisors provide their clients with proven, common sense financial planning and investment advice.

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