VANCOUVER, March 11 /CNW/ - Canadian Western Trust (CWT) today announced
its appointment as trustee, custodian and record keeper for the registered
accounts of Portfolio Strategies Corporation (Portfolio Strategies) effective
March 26, 2008.
"CWT guides corporations, financial advisors and individuals toward ideal
solutions in retirement, trustee/custodial, and related financial services. We
are thrilled to add another premier company like Portfolio Strategies to our
growing list of clients," said Adrian Baker, COO of CWT.
"Portfolio Strategies is committed to principles of fairness, simplicity,
and client advocacy. We strive to provide our clients with the structure and
flexible support required for long-term investment success," said Mark Kent,
President of Portfolio Strategies. "Adding CWT as our preferred partner for
Self-Directed Registered Plans allows us to focus on what we do best, helping
our clients' achieve their long-term financial goals," added Kent.
About Canadian Western Trust
Based in Vancouver, British Columbia, Canadian Western Trust Company
(CWT) is a wholly-owned subsidiary of Canadian Western Bank. CWT offers
self-directed registered accounts and investment account services to
independent financial advisors, mortgage brokers and individuals. CWT also
provides corporate and group services to corporations that offer employee
retirement and pension plans. Established in 1987, CWT currently administers
over $4 billion in assets. CWT's reputation for flexibility and responsiveness
are points of pride. For more information visit www.cwt.ca.
About Portfolio Strategies Corporation
Portfolio Strategies Corporation is a Calgary-based investment consulting
firm with offices in British Columbia, Alberta, Saskatchewan, Manitoba &
Ontario. The firm and its associate companies manage over $1.6 billion of
assets, for over 30,000 clients and offers investment products, portfolio
management, financial/retirement/estate planning and risk management. For more
information visit www.portfoliostrategies.ca.
For further information:
For further information: Adrian Baker, Chief Operating Officer, Canadian
Western Trust, Phone: (604) 699-4801, Cell: (604) 562-8024, E-mail: