“Leading a very hectic life as a business owner and father of three, I don’t have the proper time to manage my investments. I have total trust in Josh’s ability to create a dynamic portfolio that matches my current and future needs. Josh’s attention to detail is very important to me. He is very transparent and lets me know how my portfolio is performing in good and bad markets. His full service approach to wealth management is refreshing and very much needed.” 

Dave Merovitz, Vice President, Trux Accessories

“I have been a client of Josh’s since 2013 and my accounting/finance background gives me a unique perspective. Josh has always been very quick to respond to any questions that I may have concerning my portfolio. He is an efficient, competent and resourceful advisor. I really appreciate working with Josh and he continues to make it an enjoyable experience.”

Thierry Chaumont, Senior Vice-President, Controller BCE & BELL

“As a business owner, I am very impressed by Josh’s ability to tap into the team of professionals he is surrounded by. He helped us with some commercial needs that we had by introducing us to the people at CIBC. I like how Josh positions himself as the financial quarterback ready to help with any financial need. I truly appreciate his team approach to business. I look forward to continuing our working relationship going forward.”

Jacob Bratin, Vice-President Levine Bros. Plumbing