You have dreams. We have the experience to help make them a reality.
After nearly a decade in commercial banking helping businesses grow and families prosper, Josh knew that it was time to take the next step in order to continue that great work and establish his own wealth management practice. A graduate of the University of Western Ontario with a degree in Financial Economics, Josh's goal is to help clients weather all storms and all markets, to ensure our clients' legacy is preserved for future generations.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized services centers on you, and begins with getting to know you, your needs and your goals.
What we do
Our investment approach brings pension-style institutional money management to the retail investor. To help you meet your various goals, we take a comprehensive wealth management approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of RBC Family Office Services, we can help you address your specific financial, tax, retirement, and legacy planning concerns.
How we do it
We follow a disciplined five-step process in order to provide comprehensive wealth management:
Introduction: We introduce the wealth management services we provide, both today and on an ongoing basis as your needs evolve over time.
Discovery: We gain a deeper understanding of your individual needs, goals, and circumstances to help clarify your financial objectives. This includes gathering important financial information, such as statements.
Strategy: We analyze your financial and personal information to match your objectives with smart, time-tested strategies.
Solutions: We develop thoughtful and creative solutions tailored to specific objectives, drawing from a wide selection of world-class products and services.
Service: We conduct regular reviews to ensure your financial objectives are being met in light of changing needs and market and economic cycles.
Our Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.