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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Ryan Evin, BCom
Investment Advisor Assistant
Ryan is responsible for providing administrative assistance to the services that the Borisoff Wealth Management Team provides to its clients, as well as connecting with and informing prospective clients about how they can benefit from the Borisoff Wealth Management Team's services. Ryan recently completed his Bachelor of Commerce in Finance at the University of British Columbia, after attending Queen’s University for the first half of his degree. Ryan enjoys playing ultimate frisbee year-round, and has attended numerous tournaments across Canada and the United States. Furthermore, he enjoys giving back to the community through coaching a high school ultimate frisbee team each spring.
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Paul Marion, CLU, CHS
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul Marion is responsible for wealth and estate planning* at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services, which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. He holds certification as a Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer. He is also a Certified Health Specialist (CHS).
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.