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Damian Borges

Certified Financial Planner at Canfin Financial Group of Companies
Intro Book
Damian Borges is a seasoned financial expert with 13 years of experience in retirement planning, wealth management, and risk management, holding a B.Sc. in Psychology & Neuroscience from the University of Toronto at Scarborough.
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Location
Toronto, Ontario, Canada, CA
Skills
  • Retirement Planning
  • Wealth Management
  • Investments
  • Insurance
  • Critical Illness
  • Show all
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Bio

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Damian Borges, a seasoned expert in the financial services industry, has spent over 13 years guiding clients through retirement planning, wealth management, and investment strategies. As a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter, he has honed his skills in risk management, insurance, and small business development. Throughout his career, Borges has held leadership positions at Canfin Financial Group of Companies, Transamerica, Industrielle Alliance, and Advocis, where he has demonstrated his ability to drive business growth, develop marketing campaigns, and lead sales teams. His academic foundation in Psychology & Neuroscience from the University of Toronto at Scarborough has provided a unique perspective on the human aspect of financial decision-making. Borges's expertise spans a range of financial services, including mutual funds, life insurance, and critical illness planning. His certifications and experience have equipped him with the knowledge to provide tailored financial advisory services to individuals and small businesses in Toronto and beyond.

Credentials

  • Certified Financial Planner
    FP Canada
  • Chartered Financial Consultant
    Advocis
  • Chartered Life Underwriter
    Advocis

Experience

  • Canfin Financial Group of Companies
    • Toronto
    • Certified Financial Planner
      • Mar 2011 - Present
      • Toronto

  • Transamerica
    • Toronto, Canada Area
    • Marketing Director
      • Apr 2005 - Mar 2011
      • Toronto, Canada Area

  • Industrielle Alliance
    • Toronto, Canada Area
    • Director of Sales & Estate Tax Planning
      • Aug 2001 - Apr 2005
      • Toronto, Canada Area

  • Advocis
    • Toronto, Canada Area
    • Director of Continuing Education
      • Apr 1990 - Dec 2000
      • Toronto, Canada Area

Education

  • University of Toronto at Scarborough
    B.Sc., Psychology & Neuroscience

Suggested Services

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Industry Focus. “Financial Services”

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