Joshua Borger
Senior Investment Advisor
Senior Portfolio Manager
FCSI®
CIM®
Navigate your financial journey with diverse experience, deep knowledge, and commitment on your side.
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Office Location
Joshua Borger is a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice and head of Borger Griffiths Wealth Management. He holds the Fellow of Canadian Securities Institute (FSCI®) designation and has over 37 years of financial and investment experience, most of which have been spent in Alberta.
As head of Borger Griffiths Wealth Management, Joshua draws upon his over three decades of extensive financial experience and industry knowledge to provide financial advice to his clients. Prior to his current role, Joshua held several positions within TD Wealth including, Vice President and Managing Director of Calgary’s Private Client Services Team, National Manager for TD Wealth Private Banking at head office in Toronto, and Branch Manager of a highly successful commercial banking centre in Calgary.
As a native Calgarian and graduate of the University of Calgary, with a Bachelor’s of Commerce, Joshua has been an active member of the Calgary business community. Joshua previously founded the South Calgary Business Association and served as a Director on the Board of the North East Calgary Business Association.
Joshua has participated in several fund-raising initiatives and organizations in Calgary, including the Enbridge Ride to Conquer Cancer, Wood’s Homes Foundation, Children’s Miracle Network telethon, and the Juvenile Diabetes Research Foundation. When Joshua isn’t at the office, he enjoys time with his family and being outside the city, hiking, skiing and mountain biking.
Phone
Fax
(403) 503-4820
Certificates
FCSI®
CIM®
Languages
English
Borger Griffiths Wealth Management
Discretionary Portfolio Management
Our Services
Investment Planning
Retirement Planning
Transfer of Wealth
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.
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize returns, and invest tax-efficiently.
Implementing Tax-Efficient Strategies
It's never too early nor too late to start thinking about tax-efficient strategies. We work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Borger Griffiths Wealth Management Quarterly Newsletter
Article
Borger Griffiths Wealth Management Quarterly Newsletter
Federal Budget 2023: What you need to know
Article
Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Own property in the UK? This inheritance tax could apply to you
Article
Own property in the UK? This inheritance tax could apply to you
Do you own property across the pond? Are you a U.K. citizen living in Canada? If so, the U.K. inheritance tax could have an impact on your estate plans. Sébastien Desmarais, Tax and Estate Planner, TD Wealth, joins Kim Parlee to dig into what people need to know about this tax as well as potential changes on the horizon.