Portfolio Strategies
3/5
Opening at 8:30 am
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Details & Description
Founded in 1994 and based in Calgary, Alberta, Portfolio Strategies Corporation is one of Canada’s largest independent Mutual Fund and Exempt Market Dealerships. With over $2.5 billion in assets under administration and more than 270 advisors located in offices in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario, and also registered to deal with clients in Québec, we specialize in helping advisors provide their clients with proven, common sense financial planning and investment advice. more... See more text

Products and Services

  • Financial Planners,
  • Mutual Fund Dealers,
  • Exempt Market Dealers,

Languages Spoken

  • English,
Location
1850 14 St SW, Calgary, AB T2T 3S9
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Ratings & Reviews - Portfolio Strategies

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    hbro6796
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    We have had great investment planning here, they sell all companies, etfs, not just one fund company lime so many. Our advisor has been amazing and we have referred him to friends and my mother uses him.

    Are you the owner? Reply or Contact YP
    rick6521
    By

    ZERO-ZERO STARS WARNING!!! Little to no investment knowledge on our part, this is why we hired professionals to handle our finances. We TRUSTED you. Just at the most critical time in our lives, these people financially destroyed us. Sixty four year old pensioner and disabled wife invested $425,000.00 with Abacus and Portfolio Strategies for retirement. Freedom eighty five for us now. These people lack integrity and no fiduciary duty at all. Ruined our retirement years all for what,? Commission

    Are you the owner? Reply or Contact YP

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