BRIAN LEPICQ

I believe in the Golden Rule: "Treat clients as I would like to be treated."

That is why I advocate an open, transparent process. You are provided with the information you require to make the appropriate choices from available options I present to you.

Most importantly, I am there when you need me which is the true test of an advisor. You can count on me as a resource to answer any of your questions.

My more that 12 years of financial industry experience is supplemented with prior career experience as commercial real estate appraiser, portfolio manager, and analyst. This depth of experience has been of great value when evaluating investments and deriving financial strategies.

I am associated with Portfolio Strategies because their independence and client and advisor focus allows me to deliver the personalized professional service that meets the high standards that my clients deserve. I can truly do what is in the best interest of my clients.

Having great respect and admiration for heritage architecture, I am located in a character heritage house named Haggarty House. 

I live in the historical, eclectic neighbourhood of James Bay.

I look forward to meeting you!

 

PORTFOLIO STRATEGIES CORPORATION

Portfolio Strategies Corporation (PSC) is an independent wealth management firm established in 1994. They provide their clients a comprehensive, non-proprietary and customized service. They are an investment firm composed of ethical, independent financial advisors dedicated to giving their clients the very best in professional, customized, non-biased financial and lifestyle advice. At PSC, they believe in balanced and conservative investment strategies that help clients and advisors manage risk.  

Portfolio Strategies Corporation is a member of the MFDA Investment Protection Corporation and is registered in Ontario, Alberta, Manitoba, Saskatchewan and British Columbia. PSC is also registered to deal with clients in the province of Quebec. PSC has over $3 billion in assets under administration  and over 300 advisors.  

PSC is different
Portfolio Strategies Corporation believes that clients benefit from working with advisors who have an unbiased choice of investment offerings. Their advisors can recommend the best products for their clients without the pressures of proprietary products or recommended funds. They are in the business of providing exceptional support and counsel to their independent advisors to help them and their clients achieve their financial goals.

The company supports the entrepreneurial spirit. They enable their advisors to offer top quality investment advice to clients without telling them how to run their businesses. Clients won’t be forced to buy any “in-house” products. Instead, they provide advisors with systems and strategies to help them develop the right combination of products and services for their clients. The client’s success and satisfaction is their first priorities.

Portfolio Strategies helps advisors stay competitive in today’s financial marketplace. Their efficient overhead and accessible management structure, along with their common sense approach towards compliance, mean advisors get prompt, accurate, and consistent responses, as well as superior support.

All mutual funds and approved exempt securities are provided by Portfolio Strategies Corporation. All other products and services are provided by Brian Lepicq.