Jimmy Underdahl, Investment Advisor,Calgary, AB

Phone

Office

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

Jimmy Underdahl is an Investment Advisor with Borger Griffiths Wealth Management. As an Investment Advisor, Jimmy's mandate is to help you preserve and grow your wealth through tailored investment solutions.

Jimmy joined the Borger Griffiths Wealth Management team in September 2023, bringing significant industry knowledge and experience following a number of years working in the financial services sector. Jimmy thrives off building personal relationships and providing guidance that positively impacts clients' lives.

After graduating from the University of Calgary with a Bachelor of Commerce, Jimmy joined a prominent global investment management firm where he progressed through various business development roles, providing investment recommendations and advice to Investment Advisors across Canada. Prior to joining Borger Griffiths Wealth Management, Jimmy served as Vice President of Sales for a global alternative asset management firm based out of Toronto.

Jimmy completed the Chartered Investment Manager (CIM®) designation in 2019 and the Chartered Alternative Investment Analyst (CAIA) designation in 2021. The CAIA charter is uniquely designed for individuals specializing in alternative investments such as hedge funds, venture capital, real estate, infrastructure, private equity, and commodities.

Jimmy is a native Calgarian and an active member of the Calgary football community, you can often find him coaching football, golfing, or his latest hobby – road biking.

Certificates

CIM®

CAIA

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Multi-Generational Family

Retirees / Pre-retirees

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.