We offer a complete suite of competitive investment products including mutual funds, ETFs, exempt market products, and segregated funds.
Private capital investment products help our clients add an extra level of diversification and risk management to their overall financial strategy.
An exchange-traded fund (ETF) is a pooled investment fund similar to a mutual fund. ETFs track specific indices, sectors, commoditys, or other assets, and can be purchased or sold on a stock exchange just like regular stocks.
A guaranteed investment certificate (GIC) is often purchased for retirement plans because they provide a low-risk fixed rate of return and are insured, to a degree, by the Canadian government.
High interest savings accounts (HISA) offers a higher interest rate than a traditional chequing or savings account.
A segregated fund is a type of investment vehicle offered by Canadian insurance companies. This investment is similar to a mutual fund in that account holders have the ability to experience capital appreciation on their investment.
Any arrangement whereby PSC is paid or receives a fee. Products and services may include mortgages and lending, tax and accounting, discount brokerage, reverse mortgage, and high net worth investment strategies.
Companies in sectors like mining and resources can deduct exploration and development expenses. They are allowed to pass on the tax deduction to investors through a special type of common share called a flow-through share.
These are in simple terms, hedge-fund strategies in a mutual fund wrapper.
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.