Senior Investment Advisor & Associate Portfolio Manager

My team and I specialize in creating investment portfolios utilizing an almost unlimited number of financial options - selected for your portfolio based on YOUR goals, investment objectives, tolerance to risk and our outlook on the financial markets.

Our investment philosophy is to use risk reduction strategies combined with fee minimization and top-rated fund managers to increase the consistency of your returns.  For the growth and income portion of client portfolios we take full advantage of low-cost, diversified exchange-traded funds (ETF's), diversified closed-end funds trading at significant discounts to net asset value (NAV) and top-rated investment fund managers.  Guaranteed investments such as treasury bills, GIC's, and government bonds are usually purchased directly.

Many clients prefer to work with us in a flat-fee structure - tying our compensation directly to the growth of their portfolio over time.

In addition to our quality investment advice, we are able to provide you with comprehensive solutions to your overall investment, financial and estate planning needs through our affiliation with Canaccord Financial, specialists in insurance, estate planning and money management.

Our goal is to help you achieve all of your financial objectives over time and to exceed your expectations. Referrals from satisfied clients are the primary way in which our business grows!

After graduating from Simon Fraser University with a Bachelor of Business Administration (BBA) degree, Paul Borisoff has been helping individuals and organizations meet their investment objectives since 1992. Paul also holds the Canadian Investment Manager (CIM) designation, which is the only current and complete portfolio management program available with a Canadian focus.

In addition, he is 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 endorsements from their peers and superiors.

I have been a client of Paul's since 1992. The service that I have received has always been outstanding. Since retiring a few years ago, Paul has been able to set up my portfolio to meet my cash flow requirements and still grow my portfolio. I'd like to thank Paul for helping me achieve my investment goals. With Paul's investment advice, I am comfortable that my finances are on the right track and in the hands of someone I can really trust.
-Robert S. (client since 1992)

My portfolio size and investment style requires a very knowledgeable and adept Investment Advisor - one who can dig a little deeper, get my orders filled and provide a fresh perspective on what's going on. Paul does all this and more. I would not hesitate to recommend him.
-Irving N. (client since 1996)

The detailed reports that you provide for my flat-fee account are very good. I especially appreciate the time-weighted, rate-of-return statements which allows me to see how my portfolio is performing, compared to the appropriate benchmarks. I also find the annual income projection very useful - I know beforehand how much money will be transferred into my bank account each month. On top of all this, the portfolio that you have set up for me continues to exceed my expectations. I very much appreciate your sincere and continuous advice.
-Ken B. - client since 2002

Your approach to investing has been very refreshing. I have been very impressed with my fee-based Partnership Account, and your attention to minimizing my investment costs. Having a dedicated expert familiar with all of the most innovative and important investment vehicles has made a tremendous impact on my portfolio's returns. I never realized before how valuable the inclusion of exchange-traded funds, closed-end funds and corporate bonds could be to my financial well-being. Your extensive knowledge of trust units is invaluable. Thank you!
-George F. - client since 2001