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Josh joined White LeBlanc Wealth Planners in 2018 as a Portfolio Manager, after spending six years at iA Private Wealth’s head office as a part of the team managing the firm’s fee-based investment platforms. Having interacted with hundreds of investment advisors across the country in his past role, Josh has had the unique opportunity to identify the traits that make a financial service practice successful. Drawing on this experience, Josh believes in a disciplined approach to investment management, supported by a rigorous client discovery process and regular client interaction.
Josh graduated from the University of Guelph in 2012 with a Bachelor of Commerce degree, majoring in Economics & Finance. He has since attained his Chartered Financial Analyst and Chartered Investment Manager designations. He makes use of his education and academic mindset, combined with his passion for everything investing and financial markets, as a member of our Portfolio Management Committee.
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