Portfolio Strategies

Who We Are

A proudly independent dealer

We have a non-proprietary and unbiased product offering because we believe in providing advisors with the flexibility they need to develop personalized investment solutions for their clients.

Our Mission

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

Key Figures

in Business

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Number of

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Financial Clients

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Assets Under

$ 0 Billion+
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 and has roots as a Managing General Agency.

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 mutual funds, insurance products, and access to the private capital markets. 

Our advisors are located coast-to-coast: