Jeffrey Yopyk

Financial Planner
Portfolio Strategies Corporation

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)

My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.

Services Offered in RI
  • Financial planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Alberta
  • British Columbia
  • Manitoba
  • Saskatchewan