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.
Greg is an award-winning Financial Advisor who has served clients across Canada from the small community of Woodstock, NB for the past 30 years. He is well-known for his support of social causes and the community, as well as his prudent and responsible approach to investing. His practice has grown over the years through word-of-mouth and referrals. He is a founding member of Green Economy New Brunswick. He holds the following designations: BBA,CFP,FMA,CPCA,RIAC,FCSI.
Hurly Wealth Advisory of Raymond James Ltd., is a broadly resourced, boutique style service for select clients in Canada and the U.S., with a focus on responsible investing.
We partner with executives, professionals, high-net-worth individuals and their families, who are looking for solutions to their complex financial needs. We take pride in offering you independent and individualized investment advice and financial planning.
Together, our process is one of discovery, in which we refine and co-create strategies for your financial success, by leveraging the first-class resources of Raymond James, and our own extensive network of professionals. Providing sound financial stewardship to you is a key strength that we offer.
By working with us, you will gain a better understanding of your present situation and the vision, guidance, and support you want, to make informed decisions for your future.
I challenge successful Canadian families to take action on what’s important to drive exceptional outcomes. In order to facilitate trusting relationships, I encourage frank discussions about lifestyle, current situations, and future financial goals.
Backed by my group’s knowledge and expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests, and aspirations.
As your needs evolve, I will identify opportunities and recommend solutions so that you remain on track to achieve your goals.
I am here to help you meet your financial objectives and believe in responsible investing. We feel our personal service makes the difference – let us help you organize your personal investment portfolio.
Riverwalk Wealth / Investia is a registered Mutual Fund Dealer offering you access to more than 100 of Canada’s top investment management companies. Riverwalk Wealth – Newmarket offers investors a network of experience, professional financial consultants and a broad range of quality products and services.
Our diverse range of products include:
• Guaranteed Investment Certificates
• Term Deposits
• Mutual Funds
• RRSPs and RESPs
• RRIFs and LIFs
• Tax Free Savings Accounts (TFSA’s)
• Monthly Savings Plans
We bring to the financial industry a unique blend of personal service and investment options. We welcome you and look forward to working with you to meet your financial goals.
Please visit to understand a bit more about who we are and what we do.
Becoming An Ethical Investor
We believe in the ownership of profitable businesses. We help clients achieve financial independence by investing in these businesses. We screen for socially responsible companies and help clients invest in these companies.
We work with clients in developing personal financial plans, with a specific focus on minimizing taxes, planning for your children’s education, saving for retirement and organizing the succession of your estate.
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track.