Meet The Team
Senior Investment Advisor
Senior Portfolio Manager
FCSI®
CIM®
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 39 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.
English
Investment Advisor
Associate Portfolio Manager
CIM®
Devon Griffiths is an Investment Advisor and Associate Portfolio Manager with Borger Griffiths Wealth Management. Devon joined the team following ten-years of diversified experience within public companies in the Canadian energy and mining industries, and brings significant corporate-finance and business-management experience. Prior to joining the team, 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. 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, receiving the APEGA Past Presidents' Gold Medal for academic standing. He has always had a keen interest in financial asset management, which was bolstered by, and was a significant component of, his professional career prior to joining the team. Devon holds the Chartered Investment Manager (CIM®) designation.
Devon spent numerous years as 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.
English
Investment Advisor
CIM®
CAIA
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.
Client Service Associate
Client Service Associate
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 Practices Handbook Course with the Canadian Securities Institute.
Outside of work, Ale enjoys travelling, mountain hiking, reading, and spending time with family.
Client Service Associate
Client Service Associate
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.
