Joshua Wood
CFP, TEP

My Background

Joshua is an Investment Advisor who strongly believes in the value of providing holistic financial planning and wealth services. Joshua brings over 16 years of financial services experience. He holds the Certified Financial Planner (CFP) designation, completed the prestigious and internationally recognized Trust and Estates Practitioner (TEP) designation and is in the final of stages of completing the Chartered Investment Manager (CIM) designation. Joshua has spent many years as an active mentor and fitness enthusiast, lives in Ottawa with his wife and two young daughters.