Almost 18 years ago when I decided to move from CIBC Imperial Service I wanted to work at an independent dealership that shared my values and beliefs. It was important to me that I have the freedom to choose the best investment solutions for each of my clients and their unique needs. Portfolio Strategies Corp is a match for me and more importantly I feel that my clients are under the umbrella of a best-in-class organization.
Portfolio Strategies has provided the perfect place for my wealth management practice. It is an amazing and refreshing place to grow. From their compliance, to embracing technology, to providing a complete product shelf of ETFs and Mutual Funds, This place is completely different from your traditional Mutual Fund Dealer. I highly recommend Portfolio Strategies as a place to grow and maintain your practice!