About Portfolio Strategies Corporation

Our Leadership Team

The Portfolio Strategies Leadership Team provides consistent and expert advice on finance and the investment industry to support our advisors and their clients. With over 100 years of collective experience in the financial services industry, Portfolio Strategies Executives’ accessible insights help our advisors build better businesses.

Mark Kent

Mark S. Kent, President and CEO

Mark Kent has over 25 years of experience in the financial services industry. He founded Portfolio Strategies Corporation in November 1994, and Portfolio Strategies Securities Inc. in April 2008.

Before establishing PSC, Mark was the Alberta provincial trading officer for a national mutual fund dealer. He is a CFA charter holder (1999) and has completed the Canadian Securities Course, RR Exam, Partners Directors and Senior Officers Course, Branch Managers Exam, Canadian Investment Funds Course, and the Canadian Futures Exam 1 & 2.

Mark has also been active in numerous industry groups for many years, including:

Fundserv Standards Steering Committee

Advocis Subcommittee on Investment

He is a member in good standing and has been an active participant with the Federation of Mutual Fund Dealers, the Independent Financial Brokers Association, Association of Canadian Compliance Professionals and is a member of the Board of Directors of the Private Capital Markets Association of Canada.

Ken Parker

Ken Parker, Vice President, Compliance and Finance

As Chief Compliance Officer and Chief Financial Officer, Ken is responsible for establishing and overseeing PSC’s regulatory compliance and financial reporting systems. Ken joined PSC in 2008 and previously held a similar position at another dealer.

From 1988 to 2005 Ken held several positions at the Alberta Securities Commission, including Director, Capital Markets, where he was responsible for the ASC’s registration and compliance department. He represented the ASC on numerous CSA committees, including Registrant Regulation and Corporate Finance, and the committees that developed the SEDAR, NRD, and SEDI systems. Ken is currently a director of the Association of Canadian Compliance Professionals and a member of the MFDA’s Policy Advisory Committee. He received his chartered accountant designation in 1986.

Lynnette Linkletter

Lynnette Linkletter, Vice President, Operations

As Vice President Operations, Lynnette is responsible for all areas of the back office system, including paperwork flow and technology, as well as the training and management of all staff in both the Calgary Head Office and the Toronto satellite office.

Lynnette began her career in financial services in 1999 as a licensed advisor with an investment firm, before taking a junior administrative position at Portfolio Strategies that same year. Since 1999, Lynnette has worked in all areas of the back office and has been a member of several Fundserv industry standard committees.

Tim Corrigan

Tim Corrigan, Vice President, Business Development

As Vice President of Business Development, Tim is responsible for sales, marketing and Advisor recruitment. Tim’s mandate is to build on Portfolio Strategies’ existing relationships with independent brokers and planners while developing a long term strategy for growing the mutual fund, private equity and insurance distribution network.

Tim brings more than twenty-five years of investment industry experience, with a strong background in marketing, consulting and sales relationships. Previously, Tim held the positions of Vice President of Business Development at MATCO Financial and Regional Sales Manager, Western Canada for AGF Investments, and he spent 18 years with Manulife Financial in Waterloo, Ontario and Calgary, Alberta.