The Borisoff Wealth Management Team offers a complimentary Second Opinion Service designed to assess your current financial plan, identify areas where we can add value, and determine if we are a good fit to work together.
If you qualify, with a minimum investment portfolio of $200,000, and are either transitioning to or already in retirement, schedule a 90-minute, no-obligation “Discovery” meeting at our downtown Vancouver office. We will discuss seven areas of your financial life, and look at where you are now, where you want to go and any gaps that may prevent you from achieving your goals.
Please note that we only work with a small number of clients chosen because we believe we can have a major impact on their financial future. Please contact us for more information.
Borisoff Wealth Management Team