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