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As a proudly independent dealer, we have a non-proprietary and unbiased product offering because we believe in providing advisors with the flexibility they need to develop personalized investment solutions for their clients.
Rather than promoting a one-size-fits-all approach, we encourage local solutions for your local compliance issues. You don’t have to adhere to rules that don’t apply to your business in your jurisdiction. We put an end to the frustration that many advisors feel – towards rules that make it easier for the dealer but harder for the advisor to succeed.
Our working relationships with regulators, our understanding of regulatory requirements, and the advantage of our expertise all combine to make your compliance experiences as frustration-free as possible.
Our ability to provide personalized advice differentiates us from larger, more bureaucratic investment firms.
At Portfolio Strategies, you will enjoy unparalleled support and the freedom to do business your way.
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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