Josh joined the team 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 nationwide 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 uses his education and academic mindset, combined with his passion for everything investing and financial markets, as a member of our Portfolio Management Committee.
