Who We Are

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. At Portfolio Strategies we believe in balanced and conservative investment strategies that help clients and advisors manage risk.

Portfolio Strategies was founded in 1994 and has roots as a Managing General Agency, so 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 two decades since our founding, our firm has grown into one of the largest independent investment firms in Canada, offering advisors mutual funds, insurance products, and access to the private capital markets. Our firm has over $3 billion in assets under administration and more than 300 advisors located in offices in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario. We are also registered to deal with clients in the province of Québec.