Portfolio Strategies Corporation
Investment Management • 
6700 Macleod Trail SE, 550, Canada • 51-100 Employees
Company overview
| Headquarters | 6700 Macleod Trail SE, 550, Calgary, Alberta T2H 0L3, CA |
| Phone number | +14032525222 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Etfs, Alternative Investments, Mutual Funds, Cloud Based Technology, Integrity, Segregated Funds, Independence, Gics, Exempt Market, Advisor Advocacy, Flat Fee Option, Flow Throughs, Multiple Grid Levels, Nominee Accounts |
| Founded | 1994 |
| Employees | 51-100 |
| Socials |
Key Contact at Portfolio Strategies Corporation
Jason Bobee
President
Portfolio Strategies Corporation Email Formats
Portfolio Strategies Corporation uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@portfoliostrategies.ca), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@portfoliostrategies.ca | 55.6% |
{first initial} | j@portfoliostrategies.ca | 19.4% |
{first initial}{last name} | jdoe@portfoliostrategies.ca | 13.9% |
{first name} | john@portfoliostrategies.ca | 8.3% |
{2char} | {2char}@portfoliostrategies.ca | 2.8% |
About Portfolio Strategies Corporation
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.
Portfolio Strategies Corporation revenue & valuation
| Annual revenue | $13,800,000 |
| Revenue per employee | $196,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $43,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Portfolio Strategies Corporation has 38 employees across 5 departments.
Departments
Number of employees
Funding Data
Portfolio Strategies Corporation has never raised funding before.
Portfolio Strategies Corporation Tech Stack
Discover the technologies and tools that power Portfolio Strategies Corporation's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
Blogs
Analytics
France
Australia
United States
Czechia
Frequently asked questions
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