Client Relationship Disclosure

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.