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Navigate your financial journey with experience, knowledge and commitment on your side.
At Borger Griffiths Wealth Management, we believe that every decision you make either brings you closer to your financial goals or further from them.
Over the years, we’ve helped families, business owners and professionals navigate their unique financial landscape with clarity and confidence. We have seen the difference that careful and attentive financial stewardship makes in the lives of our clients, and we firmly believe that finding someone you can trust to guide you through your financial journey may be one of the most important things you do to maintain your current quality of life and safeguard your future.
Ask us first
As your primary contact within TD Wealth, we are available to coordinate various aspects of your banking and investment portfolio and provide guided access to the vast resources available across TD Bank Group.
We encourage you to lean on our up-to-date knowledge, extensive experience, and team of TD Specialists working behind the scenes to ensure you are making the financial decisions that can move you closer to your goals, including:
• Retirement income planning
• Investment strategies, covering active and passive management and private equity
• Optimal tax planning, considering the use of personal or family trusts*
• Liquidity forecasting and cash management planning
• Custom credit facilities to take advantage of opportunities to help to grow and diversify wealth
• Wealth transfer strategies
• Efficient business succession planning
• Private foundation creation and management, or other philanthropic initiatives*
*In collaboration with other TD Specialists
Borger Griffiths Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Knowing what you need starts with knowing who you are — and knowing who you are starts with listening.
*In collaboration with other TD Specialists
Borger Griffiths Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Joshua Borger is Senior Portfolio Manager and Senior Investment Advisor for TD Wealth Private Investment Advice and head of Borger Griffiths Wealth Management. He is a member of the Fellow of Canadian Securities Institute (FSCI®) 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 remained an active member of the Calgary business community.
Joshua 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.
Devon Griffiths is an Investment Advisor with Borger Griffiths Wealth Management. Devon joined the team following ten years of diversified experience in the Canadian energy and mining industries, and brings significant corporate finance and business management experience. Most recently, Devon was Chief Operating Officer of a public energy company with key responsibilities in management of the company, technical evaluation and development planning, corporate budgeting and financial modeling, regulatory compliance, business development, and risk management activities. Devon was an integral member of the executive team that oversaw the successful sale of the Company in early 2020.
Devon graduated from the University of Calgary with a Bachelor of Science degree in Geology, receiving the APEGA Past Presidents' Gold Medal for academic standing. He has always had a keen interest in financial asset management which has been bolstered by, and was a significant component of, his professional career prior to joining the team. Devon has completed the Canadian Securities Course and the Conduct and Practice Handbook course through the Canadian Securities Institute. He looks forward to further expanding his industry knowledge and is working towards achieving his Chartered Investment Manager designation.
Devon is a member of the volunteer organizing committee for the annual Calgary Marathon coordinated by the Run Calgary organization. He also previously spent several years volunteering with the Canadian Adaptive Snowsports Association in Calgary. When not at work, he enjoys spending time with family, or exploring the mountains by bike or skis.
Alejandra joined Borger Griffiths Wealth Management after several years of financial and banking experience with TD Canada Trust. Supplementing her industry knowledge in Real Estate Lending, Financial Advisory and Mutual Fund Compliance, she holds a finance degree from Bow Valley College.
Alejandra is determined to cultivate a deeper knowledge in investing and wealth planning. She has completed the Canadian Securities Course and the Conduct and Practice Handbook Course with the Canadian Securities Institute.
Outside of work, Ale enjoys travelling, mountain hiking, reading, and spending time with family.
Madison obtained her Bachelor of Commerce in Finance with Distinction from the University of Calgary. Upon graduation, she worked with a financial planning firm in Calgary before joining Borger Griffiths Wealth Management in 2016. She has completed the Canadian Securities Course, and is working toward the Chartered Investment Manager designation with the Canadian Securities Institute.
Outside of work, she enjoys getting out to the mountains, travelling, and spending time with family.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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