With the Portfolio Strategies Advantage, you’ll have the flexibility to grow your business at your own pace while having access to industry leading tools, resources and expertise.
We offer flexible payout options, industry leading technology and tools, world class partnerships, an open product shelf.
At Portfolio Strategies we believe in providing advisors with the support they need so they can focus on what is most important: their client service.
We offer back office support to free up your time so you can focus on better servicing your clients’ needs. We also offer all the technology you want, with the support you need.
Don’t let the fear of moving slow you down! In addition to our detailed pre-transition practice analysis, administrative support and common sense compliance, Portfolio Strategies offers new advisors a team-based approach to training and onboarding.
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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