Canadian Western Trust (CWT) today announced its appointment as trustee, custodian and record keeper for the registered accounts of Portfolio Strategies Corp., effective March 26.

“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,” said Mark Kent, President of Portfolio Strategies. added Kent.

Vancouver-based CWT is a wholly owned subsidiary of Canadian Western Bank. It offers self-directed registered accounts and investment account services to independent financial advisors, mortgage brokers and individuals. Established in 1987, CWT currently administers over $4 billion in assets.

Portfolio Strategies 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.