Josef leads our team backed by extensive industry experience as a Portfolio Manager and Investment Advisor. He has established himself as a trusted, caring, and dedicated guide for clients seeking to achieve their long-term objectives. He takes a planning-first wealth management approach, which allows us to take the time to truly understand your goals, aspirations, and long-term plans before developing a strategy tailored to your needs.
Complementing Josef’s work experience is a strong academic track record. Josef holds a Bachelor of Business Administration (BBA) and a Master of Business Administration (MBA) degree. Josef is also a Chartered Investment Manager (CIM). Committed to giving back to his community, Josef is a member of the Rotary Club of Stratford and a Board of Trustee member of the Stratford General Hospital Foundation.
