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.
Our team specializes in Integrated Wealth Management. Through a rigorous consultation process with our clients, predominantly professionals, entrepreneurs and business executives, we create financial strategies and offer solutions that favour both capital appreciation and preservation. Accordingly, our clients can enjoy well-deserved peace of mind. The minimum required to establish a client relationship with our group is $2 million per family.
We’re a caring, dedicated team of experienced advisors who’ve been serving Communities in British Columbia for over 30 years.
We believe it’s never too late to start planning for tomorrow. We know that even the smallest of steps can make a big difference. We’re here to help. From personal financial planning and investment advice to ensuring the health and security of businesses and their owners, we’re the team you can count on.
Your goals are our goals. Why? Because when you win, we win. It’s that simple. You getting ahead, realizing your goals, achieving financial security and freedom is our incentive to always go the extra mile.
What does that mean for you? It means we’ll never recommend something that you don’t need and/or can’t use. It means making sure the advice, support and investment options that we give you are what you need to reach your goals.
Comprehensive financial planning
We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.