Paul Borisoff, Portfolio Manager and Investment Advisor, has been helping individuals and organizations meet their investment objectives for more than 30 years. As an Accredited Investment Fiduciary Professional – Paul is professionally committed to acting in his clients’ best interests at all times. Paul also earned the Canadian Investment Manager (CIM) designation, and has been a discretionary Portfolio Manager since 2007. He is also a Fellow of the Canadian Securities Institute (FCSI), a designation reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers.
Clients benefit from Paul’s experience, knowledge and honesty – and also from his extremely disciplined approach to constructing and monitoring portfolios that generate reliable income year after year. Since 1992 Paul has worked with successful individuals and their families – helping them plan their eventual transition into retirement. Paul has considerable expertise in designing effective “income” investment strategies that seek to deliver consistent returns.
Since 2008 Paul has managed the discretionary Diversified Income Portfolio which seeks to exploit opportunities in Canada’s Convertible Debenture market, discounted Closed-End Funds, and a number other areas often ignored by institutional investors.
There is growing evidence that Socially Responsible Investing (SRI) reduces risk and leads to superior long-term financial returns. Paul is one of a small number of “Certified Responsible Investment Experts” in Canada and holds the Responsible Investment Advisor Certification (RIAC) designation. Paul believes that it is a positive development that SRI solutions are starting to gain significant interest from investors of all types. Paul manages the discretionary SRI Core Income and Growth Portfolio to capitalize on opportunities in this area.
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Charitable giving
- Small business planning
- British Columbia