Borisoff Wealth Management - Who we are

As the leader of the Borisoff Wealth Management team, Paul brings an apt understanding of the capital markets and dedicated approach to wealth management to every client interaction. With nearly 30 years of experience guiding high net worth individuals and families through retirement, Paul has developed a reputation as a trusted investment advisor and thoughtful wealth manager.

Having a keen interest in the financial markets from a young age, Paul pursued a Bachelor of Business Administration (BBA) degree with a focus on Finance from Simon Fraser University. Following graduation, Paul decided to focus and cultivate expertise in retirement planning and investment advice and entered the industry in 1992, getting his start at Richardson Greenshields.

The years ahead would see him work for some of Canada’s largest financial institutions, gain recognition as a member of his firm’s Chairman’s Club, become an Accredited Investment Fiduciary Professional™, and earn the Canadian Investment Manager (CIM) designation and design a series of proprietary portfolios. In 2021, Paul’s career came full-circle when he brought his practice to Richardson Wealth.

Passionate about impact investing and sustainability, Paul is one of a small number of “Certified Responsible Investment Experts” in Canada and holds the Responsible Investment Advisor Certification (RIAC) designation. 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.

Paul lives in downtown Vancouver with his wife Jo, their two parrots and their Chihuahua named Tequila. He also has two grown-up daughters. When Paul is not working, you can often find him mountain biking or skiing in Whistler, where his family has a second home.

Tel: 604.640.0264

Matheus.Ferreira@RichardsonWealth.com

Matheus Ferreira (Pronounced “Matéos Fe-hay-ra”) is responsible for providing administrative assistance to Borisoff Wealth Management Team clients, as well as connecting with and informing prospective clients about how they can benefit from the team’s expertise in two specific areas: income portfolio solutions via the Team’s Diversified Income Portfolio platform and Socially Responsible Investment opportunities via the Team’s SRI Core Income and Growth Portfolio mandate.

Born in Brazil, Matheus moved to Canada at age 16. He attended a boarding school in Toronto before moving to Vancouver to pursue his B.A. in Economics at the University of British Columbia. A recent graduate, Matheus is focused on pursuing a career in the dynamic and always-evolving wealth management business.

In his free time, Matheus enjoys playing tennis, going on hikes, and reading books.

Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.

She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).

Alysha takes a holistic approach to wealth management, leading the wealth planning process in its entirety — from goals-based discovery to developing detailed financial and estate plans, through to strategy implementation.

With over 10 years experience in the investment industry, Alysha provides clients with comprehensive wealth services including expert insight on tax, intergenerational wealth transfer, philanthropy, business succession and continuity planning and estate planning. She holds specialized designations in financial planning, family enterprise advisory, estate planning, and risk management.

Alysha is actively involved in the industry — she is Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) Vancouver Executive, a mentor to students through Junior Achievement of British Columbia, STEP and the BCIT Financial Planning Program, and serves as Director and Chair of Education for the Financial Planning Association of Canada (FPAC).

Located in the Vancouver office of Richardson Wealth, Chris rounds out the Tax & Estate Planning team’s coast-to-coast support of Richardson Wealth’s Investment Advisors and their clients. Drawing upon the collective knowledge and experience of the Tax & Estate Planning team, he works closely with Investment Advisors to deliver comprehensive wealth planning services covering tax, financial, estate, insurance and investment planning needs to their clients.

With his engineering and corporate planning experience coupled with over two decades in the financial services sector, Chris brings his passion to the table in delivering comprehensive wealth planning solutions. Relishing the challenges brought forth by ever-changing tax and regulatory environments, he creates comprehensive, understandable, and practical solutions for our clients’ diverse financial needs.

Chris is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). Chris has also completed certification (with honours) in the area of personal tax review and preparation.