Address1675 Grafton Street, Halifax
Halifax, NS B3J 0E9
My BackgroundAs 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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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.