Portfolio Strategies Corporation

Portfolio Strategies Corporation is a Calgary based investment consulting firm with offices in Ontario, Manitoba, Saskatchewan, Alberta and British Columbia. The firm and it’s associate companies manage over $2 billion of assets for over 10,000 clients.

Portfolio Strategies Corporation is totally independent and offers professional money management services of more than 40 investment management firms. They are constantly striving to improve the service offered to their brokers. Portfolio Strategies offers same day electronic processing of most financial transactions and updates their client files on a daily basis directly from the investment managers. This allows the broker to give their clients accurate statements on any given day.

Brokers affiliated with Portfolio Strategies Corporation have access to a wide variety of mutual funds with the flexibility to choose the funds that best meet their clients’ needs. This, combined with the timely processing of transactions and statement updates, enables Portfolio Strategies brokers to provide a very high quality of customer service.

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