Knowledge Bureau Welcomes Portfolio Strategies to DAC

Knowledge Bureau is pleased to welcome Portfolio Strategies as the Exclusive Sponsor of the Distinguished Master Financial Advisor Graduation Luncheon at the Distinguished Advisor Conference, November 6-9 in San Diego. Portfolio Strategies’ President, Mark Kent, will be on hand at this prestigious event to congratulate graduates and present them with their designation pins and special gifts.

“I am very pleased to be able to support and participate in the Distinguished Advisor Conference.   At Portfolio Strategies we believe in the value of advice and that to build a ‘Top Gun’ practice and become ‘leaders of tomorrow in financial services’, it takes work. . . lots of it.  Success in our industry comes from continuously seeking out new methods and tactics to help ensure your clients find financial success.  The Distinguished Advisor Conference is a tremendous opportunity for advisors to learn and network with top advisors from across Canada.  I would like to congratulate the graduates of The Distinguished Master Financial Advisor Programs and look forward to the Distinguished Advisor Conference where we can all learn new ways to help move our businesses to the next level.”, said Mr. Kent.

Founded in 1994, Portfolio Strategies Corporation is an investment firm that specializes in providing support to ethical, independent financial advisors who are dedicated to giving their clients the very best in professional, customized, non-biased financial and lifestyle advice.

Since its founding, the firm has grown into one of the largest independent investment firms in Canada, with over $2.8 billion in assets under administration and more than 290 advisors servicing clients in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Quebec.

“We are delighted to welcome Portfolio Strategies to DAC, in particular because of their commitment to this graduation luncheon, which celebrates the accomplishments of industry leaders in their attainment of MFA or DFA-Specialist designations,” says Evelyn Jacks, President of Knowledge Bureau, program director and founder of DAC. “These graduates have achieved excellence in completing the robust 180-hour curriculum to become specialists in Real Wealth Management and it is our honor to have Portfolio Strategies lead the celebrations.”

With mutual funds, exempt market and insurance products, Portfolio Strategies offers a wide array of investment strategies to help clients and their advisors manage risk while providing advisors with the tools, training and resources that are required to stay competitive and help clients to achieve their financial goals.

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