Portfolio Strategies

Email address and contacts

Quick try with Jeff Nielsen from portfoliostrategies.ca
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Portfolio Strategies company description

At Portfolio Strategies we believe that clients benefit from working with advisors who have an unbiased choice of investment offerings. Our advisors can recommend the best products for their clients without the pressures of proprietary products or recommended funds. We are in the business of providing exceptional support and counsel to our independent advisors to help advisors and their clients achieve their financial goals.

Key Employees

  • Jeff Nielsen
    Financial Advisor
  • Lane Genik
    Financial Services Advisor
  • Mouli Rehnuma
    Advisor Support Administrator

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New team members of Portfolio Strategies

Paul K
Financial Advisor
Young Lee
Financial Advisor
Athula Collure
Compliance Branch Manager
Paul Truong
Senior Compliance Officer
Kirsten Shaffer
Advisor Relations
Tony Di Gennaro
Compliance Officer
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