The Borisoff Cox Wealth Management Group

Paul Borisoff - Sep 06, 2017

 

Paul Borisoff and Tom Cox are excited to announce that they have joined forces to form the Borisoff Cox Wealth Management Group.  Combined Paul and Tom have close to 60 years of investment and financial markets experience and are supported by a team of dedicated and knowledgeable Group members.   The Borisoff Cox Wealth Management Group also works closely with Canaccord Genuity Estate Planning and Financial Planning professionals - along with a number of external professionals and experts as required.

The Borisoff Cox Wealth Management Group specializes in the following areas:

Comprehensive Wealth Management and Investment Consulting Solutions

Due to early career starts Paul (49) and Tom (54) offer the somewhat rare combination of significant experience with plans for another 20 plus years in the business working with clients.   Retirement is a long way off in the future as they both like what they do - a lot!   Along with Integrity, Honesty, and Knowledge, Experience should always be a top consideration when choosing a team of financial professionals to work with.  Paul, since 1992, and Tom, since 1986, have had extensive experience dealing with the always changing and evolving financial markets, investment strategies and approaches.  Most importantly they have extensive experience dealing with people.    Bottom-line:  they have seen what works – and what doesn’t work.  They bring a healthy level of skepticism and extensive due diligence when representing their client’s best interests to ensure their financial objectives and lifestyle goals are realized.  Paul and Tom are Experienced, Dedicated, and Focused on your future.

The Borisoff Cox Wealth Management Group provides comprehensive, diversified and customized portfolio solutions in a range of structures to best suit your needs. 

  • Multiple strategies and tactics coordinated to achieve your goals
  • Asset allocation that incorporates traditional and alternative asset classes
  • Fee transparency
     

Our overall portfolio solutions are custom tailored.  Depending on your financial objectives we may recommend some combination of our discretionary Private Investment Management portfolios, top-rated 3rd party investment counsellors, and/or one-off specific and targeted investment recommendations and solutions.


Cross-Border Investment Services

Given the increasing number of people moving from Canada to the U.S. (or vice versa) for work or retirement the demand for specialized cross-border financial advice, including immigration, tax, estate and investment planning is growing.

The Borisoff Cox Wealth Management Group offers cross-border investment solutions and a single source of contact and advice for Canadian citizens or residents living in or relocating to the U.S., and for U.S. citizens or residents living in or relocating to Canada.  We also maintain professional networks to assist with taxation and re-location questions.   Specifically, we can now help in the following areas:
 

  • Investment Solutions for Canadian Residents Moving to the U.S
  • Canadian market expertise for U.S. residents
  • Investment Solutions for Americans Living in Canada (IRAs, 401K rollovers)

 

Tom Cox, President of Canaccord Genuity Wealth Management (USA) Inc., is a dual Canadian and U.S. citizen, and has considerable expertise facilitating cross-border transactions, dealing with family trust accounts, and is well versed in the 904 Legend and 144 Legend removal process.

Both Paul Borisoff and Tom Cox are Registered Representatives with Canaccord Genuity Wealth Management (USA) Inc., a member of FINRA and the SIPC.

Retirement Transitions and Proprietary Income Portfolio Solutions

Since 1992, Paul Borisoff, Senior Vice President, Portfolio Manager and Senior Investment Advisor has been designing effective "income" investment strategies that seek to deliver consistent returns to successful individuals and their families.   As an Accredited Investment Fiduciary ProfessionalTM Paul is professionally committed to acting in his clients’ best interests at all times.     

Paul has managed our proprietary Diversified Income Portfolio since March of 2008 – which is available exclusively to clients of the Borisoff Cox Wealth Management Group.  This portfolio solution is managed within our Private Investment Management program, and offers a unique approach to income investing that takes full advantage of opportunities beyond traditional asset classes that are not necessarily available to large institutions due to size constraints and liquidity limitations.  This strategy regularly exploits attractive opportunities in the Canadian Convertible Debenture market, looks for attractive situations to buy up discounted closed-end funds with upcoming redemption dates at 100% of Net Asset Value – along with seeking out other “income” opportunities.  This mandate is just one of many different possibilities, or solutions, that might be recommended or combined as part of an overall strategy – depending on each client’s unique situation. 

Socially Responsible Investment Options

Paul Borisoff is one of a small number of “Certified Responsible Investment Experts” in Canada - and holds the Responsible Investment Advisor Certification (RIAC) designation –from the Responsible Investment Association (RIA) in Canada.   RIA works to support and promote Responsible Investing (RI) in Canada.   Year-end 2015 there was $1.5 trillion invested in RI mandates in Canada – up from $1 trillion at the end of 2013 – most of it institutional.  The next update in 2018 is expected to show a similar or larger increase over the two year period ending December 31st, 2017.

The Principles for Responsible Investment (PRI) is the leading proponent of responsible investing around the world – and encourages investors to use responsible investments to enhance returns and better manage risks.  The PRI now has more than 1,750 signatories from over 50 countries –representing approximately US$70 trillion of investment assets!  The PRI engages with global policymakers but is not associated with any government; it is supported by, but not part of, the United Nations.

Social issues aside, evidence continues to build that SRI or RI does two things highly valued by investors:  Risk reduction in terms of lower portfolio volatility and superior long-term financial returns.    This approach incorporates the additional evaluation and screening of investment opportunities as to Environmental, Social and Governance (ESG) factors.  The avoidance of potential problems is reasonably expected to reduce risk and adverse surprises to investors.  Proactive approaches to these factors is similarly expected to benefit investors - for a variety of reasons.  Additionally, many companies ranking highly on ESG factors are also associated with some of the most compelling long-term global growth opportunities. 

In order to capitalize on long-term global growth opportunities in this area Paul established the discretionary SRI Core Income and Growth Portfolio in June 2016 – which is available exclusively to Borisoff Cox Wealth Management Group clients.

Please check back monthly for updates from the Borisoff Cox Wealth Management Group on topics that we think might be of interest to you.

Please contact us at any time if you have any questions or we might be able to help in some way!

Sincerely,


Paul & Tom