Joshua Borger

Joshua Borger

Senior Investment Advisor

Senior Portfolio Manager

FCSI®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(403) 299-8997

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 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

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.

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.

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.

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.

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.

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.

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.

Article

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Federal Budget 2024: Ottawa moves to raise capital gains tax on top earners, corporations

Article

Federal Budget 2024: Ottawa moves to raise capital gains tax on top earners, corporations

In its latest federal budget, Ottawa proposed changes to the capital gains tax rules for wealthy individuals and corporations. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss how this budget could impact your finances.