“My portfolio size and investment style requires a very knowledgeable and adept Investment Advisor – one who can dig a little deeper, get my orders filled and provide a fresh perspective on what’s going on. Paul does all this and more. I would not hesitate to recommend him.”
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Canaccord Managed Accounts
This is the Borisoff Wealth Management Team’s comprehensive, discretionary portfolio service dedicated to meeting your investment objectives – personalized and custom tailored for your unique situation and objectives. The three primary investment mandates offered under this program are the Core ETF Portfolio, the Diversified Income Portfolio and the Core Asset Allocation Growth Portfolio:
Canaccord's Investment Counselling Program
Canaccord's Investment Counselling Program gives private investors access to an institutional investment process, and over forty different portfolios and investment styles managed by some of Canada’s best independent, professional money managers. This is a Multi-Style, Multi-Manager approach. Current managers in the program include AGF International, Barometer Capital, Bisset Investment Management, Connor, Clark & Lunn Financial Group (including PCJ Investment Counsel Ltd., Scheer Rowlett & Associates Investment Management Ltd.), Dixon Mitchell Investment Counsel, Guardian Capital LP, Jarislowsky Fraser Ltd. Investment Counsel and Legg Mason Canada.
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