Portfolio Strategies

Client Overview

You work hard for your money. You deserve competent, professional financial advice.

A Portfolio Strategies advisor will help you develop a personalized financial strategy that suits your unique goals and needs. Our professional advisors have the necessary tools and training to help you achieve financial success.

Serving over 30,000 Canadians

When you choose a Portfolio Strategies affiliated advisor you join more than 30,000 Canadians who have already put their money and trust with us since 1994. Your Portfolio Strategies advisor has access to over 120 investment firms to help you construct the best portfolio for your situation.

These advisors are independent and turn to us for the ideas and strategies to help you meet your financial goals. You won’t be forced to buy our “in-house” products. Instead, we provide advisors with in-house systems and strategies to help meet your needs. Your success and satisfaction are our first priorities.  

What an Advisor Can Do for You

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. 

Our independent advisors do not push any proprietary products. Instead, they have the flexibility to recommend personalized financial advice, tailored to suit your unique goals, lifestyle, and financial needs.

Advisor Selection

Our company is proud of its advisor selection process. We look for independent professionals whose interests are aligned with their clients. By not having sales quotas we ensure that each client is treated with the respect they deserve.

Portfolio Strategies has offices located coast to coast:
Please contact our Head Office to find an advisor near you.