Joshua Borger, Investment Advisor,Calgary, AB

Phone

Office

Office Location

TD Canada Trust Tower, Suite 900 421 7th Ave SW Calgary, AB T2P 4K9 . map

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.

Phone

Toll Free

(877) 393-4800

Fax

(403) 503-4820

Branch Phone

(403) 299-8600

Branch Fax

(403) 299-7984

Certificates

FCSI®

CIM®

Languages

English

Borger Griffiths Wealth Management

Navigate your financial journey with diverse experience, deep knowledge, and commitment on your side.

Learn More About the Team

Discretionary Portfolio Management

We are qualified to offer you discretionary portfolio management, which means you can entrust your day-to-day investing decisions to our team with the knowledge that we are held to a higher standard, and that we embrace our obligation to put your interests first. Discretionary investing also enables us to respond nimbly to sudden opportunities and risks, which can be addressed swiftly under this model without waiting for your approval. In addition, discretionary portfolio management gives you access to premium investment vehicles typically reserved for institutional (pension fund) clients designed to potentially minimize risk and maximize consistent returns.

Risk Management

Risk management is a fundamental component of how we construct client portfolios. A big part of our work behind the scenes is monitoring your investments in order to manage and mitigate potential risks. We complete portfolio reviews and rebalancing based on our continual market engagement, fundamental research and macroeconomic analysis through which we derive an informed asset allocation strategy.

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
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 potential 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.

Our Clients

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.

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.

Borger Griffiths Wealth Management

Discretionary Portfolio Management

Risk Management

Our Services

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

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.

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