Bryce Borden, CFP®, CIM®, RIS
The team consists of me, Bryce Borden, an advisor with industry experience going back to 2004 and my wife Natalie, who has a background as a legal assistant. I handle client service while Natalie takes care of the administrative duties and booking of the meetings. We are backed by two large Canadian dealerships. Investment products, such as Mutual Funds, Index Funds, Principal Protected Notes and alternative products (Exempt Market Securities) are provided through Portfolio Strategies Corporation. Life Insurance, Disability Insurance, Critical Illness Insurance and Segregated Funds are provided through PPI Management. We also provide clients with Guaranteed Investment Funds (such as Manulife Income Plus), Benefits Plans and Travel Insurance. We refer our clients to Mortgage and Loan specialists in order to help them with Cash Flow and Debt Management and as an independent broker, I am able to deal with the top companies in the Financial Services Industry.
I have been serving clients in the Calgary, Edmonton and Saskatoon areas since becoming licensed to sell Securities in 2004 and Insurance Products in early 2005. We focus on helping families build retirement wealth, consolidate debt and protect what they can’t afford to lose with appropriate insurance plans. I work with people of all ages and backgrounds and take a holistic approach to servicing my clients’ needs. I am not a fee-only advisor and therefore am able to help people from all walks of life. As a Certified Financial Planner, I do have a fiduciary responsibility to put my clients’ interest first. My honesty, good nature, strong work ethic and focus on service has led me to a successful career in the financial services industry. I hold Mutual Fund, Exchange Traded Fund, Insurance, and Exempt Market Securities licenses which allow me to provide my clients with all kinds of products from AGF, Dynamic Funds & Invesco to Real Estate Investments like Capital Direct. I am registered to work in Alberta, Saskatchewan and British Columbia. More recently, I got licensed to sell Mutual Funds, ETFs and Exempt Securities in Newfoundland. Over the years I have continued with my education in financial planning and have achieved a number of designations. I am a full Certified Financial Planner® as well as a Chartered Investment Manager (CIM®). One of the designations that I am most proud of is the Responsible Investment Specialist. A large part of my focus is finding investments for clients which fit in with their values and ethics. I am proud to have special skills in this area of the financial services industry.
I began my practice in my hometown of Saskatoon, SK before moving west to Calgary in July of 2006 with Natalie. I continue to service my clients in Saskatchewan and I also have a number of clients in the Red Deer and Edmonton areas. Every four to six months I make an Edmonton/Saskatoon road trip to meet with my clients in those areas face to face.