Portfolio Strategies offers a complete suite of competitive investment and life insurance products including mutual funds, exempt market products, and segregated funds. Portfolio Strategies advisors have the freedom to create a wide array of investment solutions to help their clients achieve their financial goals.
Mutual funds offered through Portfolio Strategies allow advisors access to the products they’ll use to build comprehensive investment solutions for their clients. Portfolio Strategies is proud of its extensive product shelf, which allows advisors to develop client focused investment designed to help you meet your clients’ goals while also expanding your business.
Our advisors have access to over 120 investment management firms, so we’re confident that our advisors will find the right investment combination to help their clients succeed.
Private Capital Markets
As an exempt market dealer, Portfolio Strategies offers access to private capital investments for qualified investment advisors and their clients. Portfolio Strategies offers private capital investment products that meet our rigorous approval requirements. Our goal is to provide counsel and guidance to protect your clients’ investments using thorough due diligence and risk mitigation to help advisors and their clients build wealth responsibly through the private capital markets.
Portfolio Strategies is affiliated with IDC Worldsource Insurance Network (IDC WIN), one of the largest Managing General Agencies in Canada.
Through our partnership with IDC Win, we are able to offer a full suite of insurance products:
- Life Insurance
- Disability Insurance
- Critical Illness Coverage
- Group Benefits
Our segregated fund offerings are integrated with Portfolio Strategies investment product offerings, thereby allowing you to consolidate your investment business. We also offer advanced case consultation services, specifically tax and estate planning, as well as access to a Living Benefits Specialist.