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Portfolio StrategiesFinancial advisor in Calgary, AB

Portfolio Strategies is a financial advisor at 6700 Macleod Trl Unit 550, Calgary, AB T2H 0L3, ranked #50 of 83 financial planners in Calgary and rated 3.1 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Calgary, ABUpdated 0 paid placements in any rankingHow we rank

Call (403) 252-5222Website ↗

Key facts

Key facts about Portfolio Strategies
Address6700 Macleod Trl Unit 550, Calgary, AB T2H 0L3Get directions
Phone(403) 252-5222
Websiteportfoliostrategies.ca
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating3.1 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Calgary and 3 towns within 40 km: Okotoks, Airdrie and Cochrane.

Based in Calgary, ABView on map

Opening hours

Opening hours for Portfolio Strategies
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Portfolio Strategies

How is Portfolio Strategies ranked in Calgary?

Portfolio Strategies is ranked #50 of 83 financial planners in Calgary by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Portfolio Strategies’ hours?

Portfolio Strategies is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Portfolio Strategies serve?

Serves Calgary and 3 towns within 40 km: Okotoks, Airdrie and Cochrane. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Portfolio Strategies?

Portfolio Strategies has a rating of 3.1 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Portfolio Strategies?

Call Portfolio Strategies on (403) 252-5222. The business is at 6700 Macleod Trl Unit 550, Calgary, AB T2H 0L3. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Portfolio Strategies compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Portfolio Strategies (this business)—673.1 (13)NoNo
National Bank Financial#48673.6 (8)NoNo5.8 km
First Avenue Financial Okotoks#49674.9 (36)YesNo30.6 km

See all 83 ranked financial planners in Calgary