You want to do what is right for your client without conforming to the proprietary-focused “fund-of-the-month” pushes, and you also don’t need to be told how to run your business. Maybe you are done with “dealership hype”, and ready for real advisor support.
As a Portfolio Strategies advisor, you’ll receive simple and flexible payouts, real world product support, customized portfolios, maximum income strategies, and regular sales support.
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 re-establishment resources.
From anticipating business procedures and software conflicts to preparing client communications and dealership training, our transition services team will ensure that your move is as quick and seamless as possible.
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 billion in assets under administration and more than 275 advisors located in offices in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick, 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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