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    Joshua Wood
    CFP, TEP

    Address

    410-1600 Carling Ave
    Ottawa, ON K1Z 1B4

    Languages

      English

    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.

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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.