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Discipline Today.
Freedom Tomorrow.
Have you wondered where your money goes or who holds it once it's invested?
There is a system behind everything we do.
Know where your money is.
understand how it works.
Investing shouldn’t involve blind trust. You should understand how your accounts are structured, who is responsible for what, and where to find the information that matters.
01. Your Advisor
Personal Advice - Your advisor is the person(s) you know and work with directly. The advisors take the time to understand your goals, build your financial strategy with you, and provide ongoing investment & financial planning advice.
02. Portfolio Strategies Corporation
CIRO requires member firms to maintain minimum standards for business & financial conduct, maintain prescribed capital levels, undergo compliance audits & monitoring, and follow rules to protect the public.
03. Asset Custody
Your investment assets are held through our custodian, Computershare - not by your advisor. This creates important separation between the advisors advice and the institution responsible for holding your assets.
04. Regulatory Oversight
The investment industry operates within a regulated framework. Dealers and registered individuals are subject to rules, supervision and regulatory requirements designed to protect investors and promote fair dealing.