
Portfolio Strategies
Email address and contacts
Quick try with Jeff Nielsen from portfoliostrategies.ca
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.
Employee count
201-500
Industry
Investment ManagementHeadquarter address
6700 Macleod Trail SE, 550, Calgary, Alberta T2H 0L3, CA
Country
Canada
Founded
1994
Company website
https://portfoliostrategies.ca
Key Employees
- Jeff NielsenFinancial Advisor
- Lane GenikFinancial Services Advisor
- Mouli RehnumaAdvisor Support Administrator
Portfolio Strategies competitors and alternatives

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ICONIQ
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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

