PORTFOLIO STRATEGIES - Key Persons
Job Titles:
- CIM, VP Business Development
With over 25 years of investment industry experience, Jason has experience in Client Services and Sales from CI Investments, several years as a VP Sales with IA Clarington and most recently as a Regional Vice President with Investia Financial Services. He received his BA with Honours from Trent University and achieved his CIM designation in 2015.
In his spare time, when not driving his kids to their rep sports games and practices, Jason enjoys reading fiction and biographies, all Toronto sports teams, golfing, and travel.
Job Titles:
- CFO
- Co - Chief Financial Officer
- COO
Lucia Truong was appointed as CFO in July 2017 and oversees PSC's financial operations.
She is responsible for financial reporting, financial analysis, taxation and corporate development while ensuring that PSC has the financial strength to support its strategic plans.
Lucia joined PSC in April 2009 and has held various roles within the company, including Controller and Senior Accountant. She has over ten years of experience in the financial services industry.
Lucia holds a Bachelor of Science from the University of Calgary, and she is a member of the Chartered Professional Accountants of Alberta.
In her spare time, Lucia enjoys arts and crafts activities, as well as camping, hiking and traveling.
Mark has over 30 years of experience in the financial services industry.
He founded Portfolio Strategies Corporation in November 1994, and Portfolio Strategies Securities Inc. in April 2008.
Before establishing PSC, Mark was the Alberta provincial trading officer for a national mutual fund dealer. He is a CFA charterholder (1999) and a Chartered Life Underwriter (2017).He has completed the Canadian Securities Course, RR Exam, Partners Directors and Senior Officers Course, Branch Managers Exam, Canadian Investment Funds Course, and the Canadian Futures Exam 1 & 2.
Mark has also been active in numerous industry groups for many years, including the Fundserv Standards Steering Committee and Advocis Subcommittee on Investment.
He is a member in good standing and has been an active participant with the Independent Financial Brokers Association, as well as Fundserv's MFDA Advisory Council. Mark is a former board member of the Federation of Mutual Fund Dealers, and he is a member of the Private Capital Markets Association of Canada.
Mark's personal interests include travelling, golf, all things aviation, and World War history, particularly from a Canadian perspective.
Job Titles:
- Co - Chief Financial Officer
Myra has over 25 years of experience in the Financial Services Industry.
She received her Bachelor of Commerce Degree from the University of Toronto after which she joined the financial services group at Grant Thornton LLP, earned her Designation as a Chartered Accountant and then continued her career in the Financial Services Industry.
Prior to joining Portfolio Strategies Corporation, Myra was the CFO for various IIROC Dealers where she gained additional experience in areas of taxation, regulatory compliance, operations, investment banking and the delivery of exceptional client service.
When not at the office, Myra enjoys spending time in the great outdoors hiking, kayaking, cross country skiing and gardening.
Zachary Cohen - Chief Compliance Officer
He is enthusiastic and passionate about capital markets and takes a commonsense approach to understanding regulatory guidelines.
He is responsible for spearheading the internal compliance program and promoting a culture of compliance across all layers of the organization and its registered financial advisors.
He received a Bachelor of Arts degree in Economics from York University and is pursing the Chartered Investment Manager (CIM®) designation.
In his spare time, Zachary enjoys family time with his wife and two boys. He plays golf, baseball, and tennis, and is an avid sports fan. He loves cars and is an auto racing enthusiast.