Founded in 1994, Portfolio Strategies Corporation is one of Canada's premier independent dealers. The company's business model is centered on providing comprehensive operational, compliance, and business development support to independent financial advisors across Canada. By partnering with Portfolio Strategies, advisors gain access to a wide range of investment products, including mutual funds and exempt market securities, while operating under a robust regulatory framework. The firm is committed to fostering the independence and success of its advisor partners.

Founded in

United States