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.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

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

25 October 2021
G N' R – Rocking markets
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18 October 2021
Labour intensity, wage pressure, and why people are quitting their jobs
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October 2021
Challenges ahead
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