About Us
Planning Futures
Since 2001, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? Contact us to have a confidential discussion.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Damon Smith
Damon began his investment and insurance career in September 2001 as a planner with a major Canadian investment company. Over the course of two decades, as proprietary products were mandated, and limited in availability, Damon began to explore options that would better serve clients. In 2020, he left to join Portfolio Strategies Corporation, an independent dealer that doesn't have any proprietary products, but let's the advisor choose what works best for their clients. In his spare time, he enjoys watching his youngest daughter tend between the pipes for the Burlington Barracudas, and coaches his oldest daughter in competitive fastpitch softball. He's been married to his wife, Jami, for 22 years and they have two dogs named Cosmo and Chip.
Portfolio Strategies Corporation
Portfolio Strategies Corporation is an investment dealership composed of ethical, independent financial advisors dedicated to giving their clients the very best in professional, customized, non-biased financial and lifestyle advice.
IDC Worldsource Insurance Network
IDC Worldsource Insurance Network Inc. (IDC WIN) is an established managing general agency (MGA) in Canada. We aim to provide Advisors with a comprehensive and flexible approach to meet the challenges of a changing financial landscape. An established and tenured leadership team supports Advisors; a team who embrace innovation and are committed to sharing their robust insurance industry knowledge.
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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
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Contact Us
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Independent Financial Solutions
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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