Reasons to Join Us

At Portfolio Strategies, we believe in allocating resources to help advisors build better businesses, instead of focusing on building our corporate brand. If you want the big show from your dealer, Portfolio Strategies is not the place for you. 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.

It’s time to get serious about building your investment business.

Portfolio Strategies works best with quality people who provide quality advice and who demand quality service. If that sounds like you, call Jason Bobee, VP Business Development at 647-839-7441 to discover how we can help you. Alternatively, you can reach Jason confidentially by email at

We have the resources advisors need to be successful, as well as several unique and competitive Portfolio Strategies advantages:


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, your dealership of choice, and the advisor and their clients.


We offer multi-platform MFDA (grid, flat fee), EMD, MGA, and technological support (Winfund). 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 Ontario 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.