Borisoff Wealth Management

Experienced. Dedicated. Focused on your future.

For nearly 30 years, Paul Borisoff has guided high-net-worth individuals, families and entrepreneurs through life’s transitionary moments with thoughtful portfolio management and wealth planning. As a team, we’ve grown alongside our clients, adapting to changes in the capital markets, responding to their needs and interest in Socially Responsible Investing (SRI), and developing our own proprietary portfolios that seek to deliver consistent income and returns as our clients’ goals evolve. 

We’re proud of the long-term relationships we’ve built. Our clients feel heard – they know their needs will be prioritized. They also trust us. As one of a small number of “Certified Responsible Investment Experts” in Canada, Paul holds the Responsible Investment Advisor Certification (RIAC) designation making him uniquely qualified to design portfolios that align with client values surrounding SRI. Paul is also an Accredited Investment Fiduciary Professional™, an elevated standard of qualification which means he is professionally committed to acting in clients’ best interests at all times. 

Combined with Richardson Wealth’s in-house team of tax, insurance and estate planning experts, we have the tools and experience to design a portfolio and comprehensive wealth plan that matches your unique vision of the future. 

We’re Borisoff Wealth Management. Experienced. Dedicated. Focused on your future.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

9 August 2022
Why is the market so happy?
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25 July 2022
The future is bright for Japan
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Investor Strategy

August 2022
Second half off to a good start
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