When it comes to your financial future, the stakes are always high. Our team is here to help.

Joshua Borger, FCSI®, CIM®

Senior Investment Advisor
Senior Portfolio Manager

P: (403) 299-8997
E: joshua.borger@td.com

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.

Devon Griffiths, CIM®

Associate Portfolio Manager
Investment Advisor

 


P: (403) 366-2003
E: Devon.Griffiths@td.com

Devon Griffiths is an Associate Portfolio Manager and Investment Advisor 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.

Jimmy Underdahl, CIM®, CAIA

Investment Advisor

P: (403) 503-6509
E: Jimmy.Underdahl@td.com

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.

Meet The Team

Senior Investment Advisor

Senior Portfolio Manager

FCSI®

CIM®

Investment Advisor

Associate Portfolio Manager

CIM®

Investment Advisor

CIM®

CAIA

Client Relationship Associate

Client Service Associate