About
Joffrey Borgo
Joffrey Borgo is an Investment Advisor experienced in working with professionals and executives. With his unique personalized approach, he helps them transform their financial future and achieve their personal goals. His expertise lies in his ability to identify the main risks that can affect their retirement and help them grow their wealth faster. He is supported by a dedicated team of experts, who work closely with him to offer tailor-made financial solutions, maximizing growth opportunities for his clients.
Executive Assistant: Edouard Lauzon
Administrative Assistant: Mayerlin De La Cruz
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.
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
Useful Links
Here are some links that may be useful to you. Please feel free to contact us today. We will be happy to assist you.
In the center of this page, you will find the “Connect to ARC ” button. Follow the connection steps.
Click on ClicSÉQUR express. Please have your 10-digit Quebec business number (NEQ) and your access code (8 letters and numbers) ready .
You will find the “ My File” button at the top left. Then, click on “ Access ” under the Citizens tab.
Why choose us?
Trusted Financial Experts
Customized financial solutions
Customer-centric approach
Proven experience
Complete Financial Tools
Continuous Innovation
