About Us


 

Paul Borisoff, BBA, CIM, FCSI, AIFP, RIAC

Senior Vice President, Senior Investment Advisor, Portfolio Manager
 

T: 604.643.7083
TF: 800.663.1899
F: 604.601.5942
paul.borisoff@canaccord.com

 

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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Tom Cox
Senior Investment Advisor
President of Canaccord Genuity Wealth Management (USA) Inc.
 

T: 604.643.0167
F: 604.643.0281
TF: 1.855.643.7657
tom.cox@canaccord.com

Tom Cox has helped clients achieve their unique investment and lifestyle goals since 1986.  Tom is a highly respected and trusted Senior Investment Advisor known for structuring “out of the box” sophisticated investment solutions for entrepreneurs, corporate executives, professionals, and high net worth families.

Tom is also President of Canaccord Genuity Wealth Management (USA) Inc. – and has considerable expertise facilitating investment transactions for U.S. residents from our office in Vancouver.  Extremely personable, Tom is single-minded in his drive for performance.

Tom is married with three children (12 to 16), and when not at work his family keeps him extremely busy, including coaching his son's baseball and basketball teams.

 

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David Cavey

Investment Advisor Assistant
 

T: 604.643.7767
F: 604.643.1888
TF.C: 1.800.663.1899
TF.US: 1.800.663.8061

david.cavey@canaccord.com

David is responsible for providing support to both Canadian and American clients within the Borisoff Cox Wealth Management Group. David handles daily trading, new account openings, and transfers of assets. He also reaches out to prospective clients and is responsible for client communications. David graduated from McGill University with a Bachelor of Commerce in International Management.  Alongside working in finance, David has special interests in international relations and politics within Canada and the United States. In his spare time, David is often found hiking local trails, doing yoga, or skiing at Whistler Blackcomb. 

 

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Ryan Evin

Investment Advisor Assistant
 

T: 604.643.7708
ryan.evin@canaccord.com

Ryan is responsible for providing administrative assistance to the services that the Borisoff Cox Wealth Management Group provides to its clients, as well as connecting with and informing prospective clients about how they can benefit from the Borisoff Cox Wealth Management Group’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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Strategic Partners

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.

 

Professional Network

Gil Jacob Korn, B.A., LL.B., M.B.A.

Korn & Associates

 

Gil grew up in Nova Scotia, and attended McGill University in Montreal as a precocious 17-year old. He returned to Halifax for a combined law and business degree, and upon graduation, cleverly migrated West. After spending a year articling “up North”, and gaining admission to the B.C. Bar in August of 1996, Gil honed his tax skills at Ernst & Young LLP, and then became a tax associate at a well known local law firm where he continued his tax specialization while also doing work in the corporate/commercial areas. Prior to establishing his boutique tax, trust and estate law firm, most recently, Gil J. Korn worked in Vancouver with a life insurance company’s Tax and Estate Planning Group. Gil has co-authored articles that have been published in the prestigious Canadian Tax Journal, including feature submissions dealing with inter-spousal transfers of property, and employee stock options. His writings have also appeared in the Financial Post, British Columbia Chartered Accounts magazine “Beyond Numbers”, and the Conference for Advanced Life Underwriters’ publication “CALU Report”. He has written and presented two papers for the B.C. Tax Conference organized by the Canadian Tax Foundation and has presented at the CALU annual conference in Ottawa.

 

Mark Alltree, AMP

President, Dominion Lending Centres

 

Mark Alltree has been a leader in the mortgage industry in Canada for over 23 years, is an honorary member and past-president of the Mortgage Brokers Association of BC (MBABC) and is a founding member of the Canadian Association of Accredited Mortgage Professionals (CAAMP). He is recognized and an advocate of the Accredited Mortgage Professional (AMP) designation.

As an entrepreneur since the age of 23, Mark has mentored thousands of clients based on his own personal experience and through the experiences of his clients. Coaching clients on mortgages, borrowing strategies for real estate investment, retooling consumer debt, personal and investment property cash flow management, strategic planning and collaboration with his clients other trusted advisors is just a part of his trademark process.  Mark lives in downtown Vancouver, British Columbia, Canada. Website  http://www.markalltree.com/profile

 

 

 

 

*Offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.

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Services for US investors provided by Canaccord Genuity Wealth Management (USA) Inc., Member FINRA, SIPC