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  • About Us
    • Who We Are
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    • Call our Office
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Advisor Testimonials

"

 

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

 

 

Ramandeep Banga

"

 

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

Achieve Wealth Management

Sam Lichtman

About Portfolio Strategies Corporation

Founded in 1994 and based in Calgary, Alberta, Portfolio Strategies Corporation is one of Canada’s largest independent Mutual Fund and Exempt Market Dealerships. We have over $4 billion in assets under administration and more than 275 advisors located in offices in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick, Newfoundland & Labrador and Northwest Territories. We specialize in helping advisors provide their clients with proven, common sense financial planning and investment advice.

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  • About Us
    • Who We Are
    • We’re Different
    • Comments to Regulators
    • Our Leadership Team
    • Call our Office
    • Email Us
  • For Clients
    • Client Overview
    • Financial Calculators
    • Our Products
    • Call our Office
    • Email Us
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