Anthony Borthwick

Background

About Anthony Borthwick

The comprehensive investment and financial advice I provide my clients is the cornerstone to a stress free retirement. I have been involved in the wealth management business since 1994 and enjoy being an approachable and influential resource in designing and managing retirement plans that balance a client's current lifestyle with future wishes. I hold the highly regarded Chartered Financial Analyst designation which is recognized worldwide as the gold standard of the business community and is synonymous with the highest level of competence, investment knowledge, professional ethics and corporate standards. Having personal experience dealing with aging parents and particularly the far reaching effects that Dementia and Alzheimer's can have on a family, I have gained valuable experience in all aspects of navigating life with ailing parents and spouses and can provide you with the information and insight necessary to deal with these emotional and complex issues. Most importantly, I will help you plan today for what you may or may not be expecting tomorrow. In my spare time my passions include boating, skiing, and spending time outdoors with my family. I actively support several local charities including Mission Possible and the Alzheimer's Society of BC. iA Private Wealth is a member of IIROC and the Canadian Investor Protection Fund. iA Private Wealth (USA) Inc. is a registered investment adviser with the SEC. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosures related to iA Private Wealth (USA) Inc: