RRSP/TFSA
Pension Transfer
RESP's
Corporate Accounts
What Do We Do?
We are here to anticipate problems, deliver solutions, and help with whatever life throws your way. We are fully independent, which means we are truly unbiased to any pressures or opinions, and use only the best products available to help you hit your financial goals sooner. Fees are based on Assets Under Management (AUM). The more of your investments we manage, the smaller fee you pay. All client assets are securely held with Portfolio Strategies Corporation.
When you walk into your bank or insurance company the solution is always an in-house product. For example, imagine your doctor was sponsored by one drug company. You would never receive the best treatment. The combination of customized advice and independence makes us unique in the industry.
Are you Confident in your investment approach? Book a free no-obligation second opinion to see if you're on the right track.