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
