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Who We Are

A proudly independent dealer

We have been an investment dealer since 1994. As a privately owned and operated firm, PSC offers Advisors and their Clients the independence and freedom to make investment decisions with flexibility and confidence, ensuring they choose the best options. Our top priority is to meet and exceed client objectives and goals, tailored to their risk tolerances. Additionally, our advanced technology suite distinguishes our platform from others in the industry.

Our Mission

To be the investment dealer of choice for ethical, entrepreneurial and independent advisors.

Key Figures

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We are Portfolio Strategies Corporation.

We are an investment firm composed of ethical, independent financial advisors dedicated to giving their clients the very best in professional, customized, non-biased financial and lifestyle advice.

Portfolio Strategies was founded in 1994.

For us client service and advisor support means everything. We appreciate the complexities of an independent advisor’s business and provide the tools, training and resources that are required to stay competitive and help clients achieve their goals in the current financial marketplace.

In the three decades since our founding, our firm has grown into one of the largest independent investment firms in Canada.

We offer advisors and clients access to many different products and services throughout the Canadian investment marketplace. 

PSC is registered in the following provinces: 

  • British Columbia
  • Alberta
  • Saskatchewan
  • Manitoba
  • Ontario
  • Quebec
  • Nova Scotia
  • New Brunswick
  • Newfoundland & Labrador
  • Northwest Territories
  • Prince Edward Island

About Portfolio Strategies Corporation

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 $4.5 billion in assets under administration and more than 275 advisors registered in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick,  Prince Edward Island, Newfoundland & Labrador and Northwest Territories. We specialize in helping advisors provide their clients with proven, common sense financial planning and investment advice.

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