Comprehensive Wealth Management and Investment Consulting Solutions

We provide comprehensive, diversified and customized portfolio solutions in a range of structures to best suit your needs. When you trust your investments to our team, you benefit from:
 

  • Multiple strategies and tactics coordinated to achieve your goals
  • ‚ÄčAsset allocation that incorporates traditional and alternative asset classes
  • A focus on strategies that align your investments with your overall financial objectives
  • Fee transparency
     

The Borisoff Cox Wealth Management Group engages in a consultation Process to ensure that our approach to managing your assets is tailored to your unique circumstances.  A partial list of our investment solutions is listed below.  Through strategic partnerships we also offer Philanthropic Solutions, Group Benefits, Individual Pension Plans along with a variety of other services and solutions as required.

Private Investment Management

The Private Investment Management program is a personalized, diversified privately managed account dedicated to the prudent growth of your capital. You own the individual securities in your portfolio, rather than units in a fund. Your account is invested based on a model percentage allocation appropriate for your risk tolerance, time horizon and investment objectives.
 

Investment Counselling Program

The Complete Canaccord Investment Counselling Program gives you access to institutional style money management from world-class portfolio managers with diverse styles and investment mandates.
 

ETF Portfolios

Complete Canaccord ETF Portfolios are designed to provide consistent, value-added investment returns through various economic and market conditions.
 

Fee-Based Account

Complete Canaccord Fee-Based Accounts give you access to an investment strategy to protect and grow your wealth for a single asset-based fee.
 

Investment consulting services are part of our Complete Canaccord service offering, which provides you with comprehensive planning in 10 key areas.

We invite you to contact us to learn more.