The Fine Print

Portfolio Strategies Corporation is DIFFERENT! Many dealerships today impose lower commission rates, off-load dealer costs by increasing monthly fees, overcharge for MFDA fees, and require dual-licensed advisors to move their personal insurance clients to the mutual fund dealership. At PSC:

  • We do not charge any preset monthly fees
  • We do not overcharge advisors on their base MFDA fees
  • We do not require you to move your insurance license to our associate MGA
  • We offer online access for clients to view their statements
  • We offer both a desk fee model and a traditional pay grid
  • We offer support and educational seminars including a National Financial Planning Conference
  • We offer a fun and stimulating environment in which to grow your asset base
  • We care for and respect our independent associate advisors

PSC is committed to principles of fairness, simplicity, and client advocacy. We work best with quality people who provide quality advice and who want quality service.

If that sounds like you, call our head office at 1.877.303.3233 to discover how we can help you. Alternatively, you can contact us by email at recruiting@portfoliostrategies.ca.

If you're considering an IDA Platform... we have a wonderful opportunity for the right person. Call us for the details of "Lose the Handcuffs" or Click here for more information.