Reasons to Join Us

We focus on supporting our independent advisors

Portfolio Strategies is entrepreneurial in nature - our advisors are free to do business their own way. Our dealership provides top quality advisor support, and we don’t have sales quotas - ever. So you’ll never be told how to run your business.

Almost 18 years ago when I decided to move from CIBC Imperial Service I wanted to work at an independent dealership that shared my values and beliefs. It was important to me that I have the freedom to choose the best investment solutions for each of my clients and their unique needs. Portfolio Strategies Corp is a match for me and more importantly I feel that my clients are under the umbrella of a best-in-class organization.

Ramandeep Banga PFP, FMA, FCSI, CIWM

Infinity Capital Management

Portfolio Strategies has provided the perfect place for my wealth management practice. It is an amazing and refreshing place to grow. From their compliance, to embracing technology, to providing a complete product shelf of ETFs and Mutual Funds, This place is completely different from your traditional Mutual Fund Dealer. I highly recommend Portfolio Strategies as a place to grow and maintain your practice!

Sam Lichtman, CFP® Financial Planner

Millen Wealth Advisors

At Portfolio Strategies, we believe in allocating resources to help advisors build better businesses, instead of focusing on building our corporate brand.

If you’re looking for support to help you build your own brand and business, then you’ve come to the right place.

Our primary investments are in back-office tools, digital flows and servicing advisor and client needs. We believe our advisors are the primary brands in their communities, and not the PSC brand.

It’s time to get serious about building your investment business.

As one of the largest Independent Mutual Fund and Exempt Market Dealers in Canada, Portfolio Strategies is uniquely positioned to provide the responsive and professional support that independent financial advisors deserve.

We provide exceptional administrative support, annual conferences, a common sense approach to compliance, and access to a wide array of products, services, and customized solutions to help you and your clients achieve financial success.

Interested in Learning More about Portfolio Strategies Advantages