Josh Horley, CFP®, CIM
A seasoned investment advisor with a holistic approach to wealth building, Josh has earned both the CERTIFIED FINANCIAL PLANNER®
and Chartered Investment Manager (CIM) designations. Working in close consultation with his team, Josh creates comprehensive, custom-tailored, financial plans for each client.
Fluid and flexible, these plans – which align the disciplines of investment management, tax planning, estate planning and insurance planning – are designed to reflect both the markets and your ever-changing life and that of your family and dependants.
Josh was born and raised in Sarnia before moving to St. Catharines to study Business at Brock University. He enjoys coaching and playing hockey as well as playing golf throughout the summer.