Joffrey Borgo

INVESTMENT ADVISOR

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À propos Joffrey Borgo

About

Joffrey Borgo

Joffrey Borgo is a highly skilled Investment Advisor with extensive experience in guiding professionals and executives towards financial success. With a unique and personalized approach, he empowers his clients to transform their financial futures and reach their personal and professional goals. Joffrey’s expertise lies in his ability to assess and mitigate the primary risks that could impact his clients' retirement plans, providing them with strategic guidance to grow their wealth more effectively.

Working alongside a dedicated team of experts, Joffrey offers comprehensive, tailor-made financial solutions designed to align with each client's specific needs and aspirations. Together, they create robust strategies that not only maximize growth opportunities but also provide a strong foundation for long-term financial security. His clients benefit from a partnership that is proactive, informed, and deeply committed to achieving their financial goals.

Our financial services

At Manulife Wealth Management, we are dedicated to providing tailored financial solutions to help you achieve your goals. Whether it’s financial advice, retirement planning, or investment strategies, our team is here to guide you every step of the way.

Investments and asset management

● Asset allocations based on personal objectives (Canada/US/International/Bonds)

● Continuous monitoring (Performance and objectives)

● Access to different market products (stocks, bonds, mutual funds, ETFs, etc.)

● Tax-advantaged investments

Strategies for reducing tax burdens

● Tax-advantaged investments

● Tax report

● Income splitting

● Intergenerational transfers

*Developing tax minimization strategies follows the rules set by the CRA and may require the intervention of a chartered accountant

Estate Planning

● Maximizing legacies

● Charitable donations

● Intergenerational transfers

● Reduction of related costs

*Some estate planning strategies may require the involvement of an attorney

Are you an ambitious executive or professional, determined to climb the career ladder and achieve your income and retirement goals?

Chances are, you’re constantly busy taking on new challenges and solving problems that come with high-level positions. Many executives and professionals lose sight of their own financial freedom goals as they work long hours helping their companies overcome obstacles. As a result, they often find themselves working longer than they expected before they can retire.

Have you considered the following questions:

How would early or delayed retirement impact your quality of life and long-term investments? It is essential to ask yourself this question in order to fully understand the possible repercussions on your financial future.

Have you taken the time recently to review your investment portfolio?

Do you really understand how your assets would react in the event of another financial crisis, like the one in 2008? Market volatility can affect your returns, and it is crucial to be well prepared to minimize the risks.

Also, have you evaluated the fees you pay for managing your money?

Are they reasonable, and are your investments outperforming stock indices? These fees can have a significant impact on your net returns, and it’s important to make sure you’re getting the best value possible.

Don't fall into the classic trap: "Being at the top of your career, earning a high income, but compromising your long-term goals due to a lack of financial planning." A successful career should not come at the expense of your financial future.

Take some time to think about these critical questions. If you would like to discuss how you can better plan for your financial future and ensure you are on track to achieve your goals.

If you have any questions or concerns, please do not hesitate to contact Joffrey Borgo by email: joffrey.borgo@manulifesecurities.ca. Joffrey and his team are here to help you navigate your important decisions.