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    Josh King
    CPA, CA

    Address

    197 Dufferin Street
    Suite 300
    Bridgewater, NS B4V 2G9

    Languages

      English

    My Background

    As a Chartered Accountant and Investment Advisor Josh brings a unique skill set and perspective to his clients. Josh can help you achieve your financial goals by providing comprehensive and personalized financial, tax, & retirement planning, and investment management services. Josh's passion is to build long-term relationships based on mutual respect, transparency, empathy, and collaboration. Josh's mission is to guide you through all aspects of your financial affairs and provide comfort knowing your financial goals are in the hands of someone you can trust. We believe it's our responsibility to assist you with more than just your investments.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.