Products & Services

As a full service investment dealer, Portfolio Strategies Securities is able to offer our clients a full range of account types, from cash and margin accounts to retirement planning accounts.

Our clients also have access to a wide variety of investment products to suit their individual investment needs. From a wide selection of fixed income products to equities and options clients are able to work with their investment advisor to customize their individual portfolios.

Investment Advisors of Portfolio Strategies Securities Inc. can also provide clients with tax and estate planning services as well as a variety of new issue and corporate finance products.

For more information and explanations on all the Products, Services and Account Types offered by Portfolio Strategies Securities please refer to our complete list on the right hand side of this page or contact your investment advisor.




Account Types

   Cash Accounts - Canadian & US Dollars
   Margin Accounts - Canadian & US Dollars
   Managed Accounts
   Self Directed Registered Accounts
      Registered Retirement Savings Plan (RRSP)
      Registered Retirement Income Fund (RRIF)
      Locked in Plans
      Spousal Plans
      Registered Educations Savings Plans (RESP)
      Tax Free Savings Accounts (TFSA)
   Option Accounts
   Joint Accounts

Products
   Equities (Canadian and US)
   Fixed Income (Canadian and US)
      Treasury Bills
      Government Bonds
      Corporate Bonds
      GICs
   Mutual Funds
   Exchange Traded Funds (ETF's)
   Options (Canadian and US)
   Limited Partnerships
   Private Equity
   New Issues
   Insurance and Related Products

Account Services
   Corporate Finance
   Electronic Funds Transfer
   Pre Authorized Chequing
   Automated Withdrawals
   Estate Planning
   Tax Planning