Private Investment Management

The Borisoff Wealth Management Group offers comprehensive, discretionary private investment management tailored to suit your personal situation and meet your objectives.  Three primary investment mandates are available under this program:


SRI Core Income and Growth Portfolio

A long-term capital growth portfolio focusing on SRI (Socially Responsible Investing)

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Diversified Income Portfolio

Tax-efficient income with the potential for conservative growth

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Core ETF Portfolio

A conservative portfolio of low-cost exchange-traded funds (ETFs)


Complete portfolio summaries and commentaries are available upon request.
Please contact us for more information.