Joshua is a thoughtful Investment Advisor who strongly believes in the value of providing holistic financial planning and wealth advisory services. Joshua brings over 16 years of financial services experience beginning his career at the young age of 19. He holds the Certified Financial Planner (CFP®) designation conferred by FP Canada, completed the prestigious and internationally recognized Trust and Estates Practitioner (TEP) designation with STEP Canada and possesses a deep understanding of the operations and tax implications of trusts and the use of trusts for tax planning and family protection. Prior to joining BMO Private Wealth in March 2022, he specialized in retirement transition planning and integrating investments strategies as a Financial Planner, Investment and Retirement Planner in Ottawa for more than 11 years. Joshua is also in the final of stages of completing the Chartered Investment Manager (CIM) designation.
Joshua has spent more than 6 years as a mentor for Big Brothers Big Sisters of Canada. A very socially conscious individual, he has also volunteered as a mentor with the Immigrant Women Mentoring Network (IWMN), helping women from countries around the world to integrate into Canadian society and enter the financial industry. In his personal time, he is a fitness advocate who maintains an active lifestyle with various modes of training and sports that include sailing, hiking, running, cycling, snowboarding, and golfing. He and his wife reside in Ottawa and have two young daughters.