Portfolio Strategies is entrepreneurial in nature – our advisors are free to do business their own way. Our dealership provides top quality advisor support, and we don’t have sales quotas – ever. So you’ll never be told how to run your business.
If you’re looking for support to help you build your own brand and business, then you’ve come to the right place.
Rather than investing in unnecessary overhead and brand hyping, we put our money where advisors need it most: in developing investment solutions and providing administrative and technological support for advisors and their clients.
As one of the largest Independent Mutual Fund and Exempt Market Dealers in Canada, Portfolio Strategies is uniquely positioned to provide the responsive and professional support that independent financial advisors deserve.
Portfolio Strategies works best with quality people who provide quality advice and who demand quality service.
We have over 100 years of collective experience in practice management, sales and marketing, administrative support and compliance advice.
At Portfolio Strategies we support entrepreneurial spirit. We are privately owned, which gives you the flexibility to do business your way. We believe in developing and expanding your investment product choices, rather than promoting a proprietary product. We will not tell you how to run your business, but will provide all of the financial, administrative, and back office support you need to meet your financial goals. Our advisors benefit from the flexibility that an independent dealership affords, yet still belong to a large and influential dealer.
We believe in common sense compliance and advisor advocacy. Our focus on you and your clients’ needs helps to ensure a winning relationship between Portfolio Strategies, the advisors and their clients.
We offer multi-platform MFDA (grid, flat fee), ETF, EMD, and technological support (Viefund). Portfolio Strategies advisors also have access to our national training network and annual conferences, which are designed to provide you and your associates with proven strategies and skills to help you grow your business.
We have a complete range of investment counsellors with proven success in portfolio design and management advice that you can trust. Our revenue-building strategies help many advisors from British Columbia to the Maritimes every day. Moreover, our advisors have access to over 120 investment management firms. Our customized portfolios can work for you and your clients.
We have no hidden fees or agendas, as we believe in a simple payout grid and flat fee structure. Our technology and regulatory fee structure is amongst the lowest in the industry and there are no sales or product requirements.