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 $2.6 billion in assets under administration and more than 270 advisors located in offices in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario, we specialize in helping advisors provide their clients with proven, common sense financial planning and investment advice. Visit us at: http://www.portfoliostrategies.ca
View Top Employees from Portfolio Strategies Corporation| Website | http://www.portfoliostrategies.ca |
| Revenue | $73 million |
| Employees | 46 (46 on RocketReach) |
| Founded | 1994 |
| Address | 1850 14th St SW, Calgary, Alberta T2T 3S9, CA |
| Phone | (403) 252-5222 |
| Fax | (403) 252-1220 |
| Technologies |
JavaScript,
HTML,
PHP
+15 more
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| Industry | Investment Management, Finance General, Finance |
| Web Rank | 1 Million |
| Keywords | Portfolio Startegise, Portfolio Strategies, Wconnect Portfolio Strategies |
| Competitors | CIRO / OCRI, Carte Wealth Management Inc., FundEX Investments Inc., HUB Financial Inc., Sterling Mutuals Inc. |
| SIC | SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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Portfolio Strategies Corporation Questions
The Portfolio Strategies Corporation annual revenue was $73 million in 2024.
Myra Cameron is the CFO of Portfolio Strategies Corporation.
46 people are employed at Portfolio Strategies Corporation.
Portfolio Strategies Corporation is based in Calgary, Alberta.
The NAICS codes for Portfolio Strategies Corporation are [5231, 52, 523, 52393, 5239].
The SIC codes for Portfolio Strategies Corporation are [6211, 621, 62].
Top Portfolio Strategies Corporation Employees
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ViewLucia Truong
Chief Financial Officer at Portfolio Strategies Corporation
Calgary, Alberta, Canada1 -
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ViewDamon Smith
Independent Financial Professional at Portfolio Strategies Corporation
Mississauga, ON, CA1 -
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