Meet The Team
Investment Advisor
CIM®
Associate Investment Advisor
CIM®
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 client's 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.
