Mike Wise is registered with Portfolio Strategies Corporation, an independent Calgary-based mutual fund dealer that has branches in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario. Since its inception in 1994, Portfolio Strategies has grown to become Western Canada’s largest independent dealer, and currently manages over $3.3 Billion in assets on behalf of our clients.
Mike served on the pension committee to a large corporate retirement fund, as an investment advisor with a full-service brokerage firm, and has provided financial advice to individuals and corporations for 25 years. His specialty is a client-centred approach to financial planning, using a custom Statement of Guidelines and Objectives to direct investment policy.
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