Josh is passionate about guiding families to make the most
of their life’s work, recognizing and respecting the uniqueness of each
family’s financial journey. He emphasizes the value of bringing families
together through shared values and charitable giving. Josh’s journey in the
industry began in childhood, as he was raised by an independent financial
advisor. He started at Value Partners as an intern, and quickly ascended to
become a founding member of the VPIC team, showcasing his knowledge and dedication.
Now in his role as Lead Investment Counsellor, Josh leverages his expertise to
empower families in achieving their financial aspirations.
Educationally, Josh holds a Bachelor of Business
Administration – Finance, complemented by a Certificate in Economics from the
University of Regina. He also holds the CIM (Chartered Investment Manager)
Designation, further solidifying his credentials in the field.
Outside the office, Josh finds solace in the great outdoors
and enjoys backcountry camping, motorcycle rides, and lakeside retreats with
his wife and rescue dog.