Portfolio Strategies
Portfolio Strategies Corporation, founded in 1994 and headquartered in Calgary, Alberta, is one of Canada's largest independent mutual fund and exempt market dealerships. With over $4.5 billion in assets under administration and more than 275 registered advisors across multiple provinces, the company is dedicated to providing ethical, independent financial advice tailored to individual client needs.
The firm specializes in equipping advisors with high-quality investment counseling, resources, and ongoing support to help clients achieve their financial goals through proven strategies. Portfolio Strategies aims to foster successful client-advisor relationships by emphasizing customized, non-biased financial planning and lifestyle advice.
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