Paul Borisoff, BBA, CIM, FCSI, AIFP, RIAC
Senior Vice President, Senior Investment Advisor, Portfolio Manager
Paul Borisoff, Senior Vice President, Portfolio Manager and Senior Investment Advisor, has been helping individuals and organizations meet their investment objectives for more than 20 years – and has been recognized as a member of his firm’s Chairman’s Club. As an Accredited Investment Fiduciary ProfessionalTM – 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 via Canaccord Genuity Wealth Management’s Private Investment Management Program – 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.
Paul shares a passion with clean energy advocates and industry leaders working on visionary and transformative ideas – including fuel cells which are threatening to become relevant in a few market niches after decades of development. Paul recognizes the significant wealth creation opportunities that these sectors can provide - and also the concurrent challenges to long-term planning that can arise for industry participants working in these areas. Paul therefore believes in structuring retirement “back-up plans” – that make work “optional”.
Paul has a Bachelor of Business Administration (BBA) degree with a focus on Finance from Simon Fraser University. He lives in downtown Vancouver with his wife Jo, two parrots and Tequila, their Chihuahua. 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.
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Matheus Ferreira, B.A in Economics
Investment Advisor Assistant
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 in pursuing an exciting career in the dynamic and always evolving wealth management business.
In his free time Matheus enjoys playing tennis going on hikes and reading books.
Anne Jackson, CMA
Wealth & Estate Planning Specialist
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.
Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.