Portfolio Strategies

Finance · Canada · 201-500 Employees

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Overview

Headquarters

1850 14 St SW, Calgary, Alberta, T2T 3S9...

Phone Number

(403) 252-5222

Revenue

$21.8 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Portfolio Strategies

Portfolio Strategies Corporation is one of Canada's largest independent mutual fund and exempt market dealers, based in Calgary, Alberta. The company specializes in providing ethical, independent financial advisors with the tools, training, and support necessary to deliver customized, non-biased financial and lifestyle advice to their clients. With over $4.5 billion in assets under administration and more than 275 registered advisors across Canada, Portfolio Strategies aims to help clients achieve their unique financial goals through proven financial planning and investment strategies. Their commitment to integrity and quality service makes them a preferred choice for both advisors and clients seeking reliable financial guidance.Explore more
Portfolio Strategies's Social MediaPopular SearchesPortfolio Strategies CorpPortfolio StrategiesPortfoliostrategiesPortfolio Strategies SecuritiesLe Portfolio CorpSIC Code 62,621NAICS Code 52,523Show more

Portfolio Strategies Org Chart

MK
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Chairman & Chief Executive Officer

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LT
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Chief Financial Officer & Chief Operating Off...

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Jason Bobee, President at Portfolio Strategies
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President

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Branch Manager, Compliance

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Branch Manager

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Portfolio Strategies

$21.8M
201-500
Private
-
1994
MK
Mark KentChairman & CEO
$69.7M
201-500
Private
-
2008
BL
Brenda LeongChair and CEO
$68.8M
201-500
Private
-
1996
EC
Elmer ChamberlinChief Financial Officer
$68.1M
51-200
Private
-
2013
AD
Aly DamjiPresident, HUB Capital
$42.4M
201-500
Private
-
2007
Kirk Purai, Founder & Chief Executive Officer at Carte Wealth Management
Kirk PuraiFounder & CEO
$33.2M
201-500
Private
-
-
DT
Doce TomicChairman & CEO
$18M
51-200
Private
-
1998
MH
Michael HollandAssistant VP, Cfis Operations
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Company Profile Activity

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Activity Insights

Portfolio Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Portfolio Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Portfolio Strategies.

Portfolio Strategies Tech Stack

A closer look at the technologies used by Portfolio Strategies

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Portfolio Strategies News & Media

  • Portfolio Strategies Corporation Chooses Equisoft to Fulfill New Know-Your-Product Regulatory Requirements

    Equisoft, a leading global provider of digital business solutions to the financial industry, today announced that Portfolio Strategies Corporation (PSC), one of Canada's largest independent Mutual Fund and Exempt Market Dealerships, subscribed to its Fund Compare module of Equisoft/analyze. The subscription will streamline the portfolio analysis process for PSC's 300 financial advisors, and help the company fulfill the new Know-Your-Product regulatory requirements as mandated by the Canadian Sec
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Frequently Asked Questions Regarding Portfolio Strategies

What is Portfolio Strategies's official website?
Portfolio Strategies's official website is www.portfoliostrategies.ca
What is Portfolio Strategies's Revenue?
Portfolio Strategies's revenue is $21.8 Million
What is Portfolio Strategies's SIC code?
Portfolio Strategies's SIC: 62,621
What is Portfolio Strategies's NAICS code?
Portfolio Strategies's NAICS: 52,523
How many employees does Portfolio Strategies have?
Portfolio Strategies has 201-500 employees
What industry does Portfolio Strategies belong to?
Portfolio Strategies is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Portfolio Strategies competition?
Portfolio Strategies top competitors include: Carte Wealth Management, British Columbia Securities Commission, Sterling Mutuals, Worldsource Wealth Management
What technology does Portfolio Strategies use?
Some of the popular technologies that Portfolio Strategies uses are: WordPress.org, PHP, JQuery 1.11.1, Google Font API
Who is the CFO of Portfolio Strategies?
Portfolio Strategies's CFO is Lucia Truong
How do I contact Portfolio Strategies?
Portfolio Strategies contact info: Phone number: (403) 252-5222 Website: www.portfoliostrategies.ca
What does Portfolio Strategies do?

Portfolio Strategies Corporation is one of Canada's largest independent mutual fund and exempt market dealers, based in Calgary, Alberta. The company specializes in providing ethical, independent financial advisors with the tools, training, and support necessary to deliver customized, non-biased financial and lifestyle advice to their clients. With... over $4.5 billion in assets under administration and more than 275 registered advisors across Canada, Portfolio Strategies aims to help clients achieve their unique financial goals through proven financial planning and investment strategies. Their commitment to integrity and quality service makes them a preferred choice for both advisors and clients seeking reliable financial guidance.Read More

What are Portfolio Strategies social media links?
Portfolio Strategies Linkedin page
Is Portfolio Strategies a public company?
Portfolio Strategies is private company therefore does not currently have an official ticker symbol
See more information about Portfolio Strategies

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