Josh focuses on working with clients through a wealth management approach to create an appropriate plan for clients to achieve their financial goals. Further to bringing appropriate professionals to help clients through various aspects of their financials lives, Josh is responsible for investment portfolio design, implementation, and continual monitoring of investment choices. He believes investments should pay you an income, should minimize risk, and should not cost you much.
Prior to beginning his own practice with RBC Dominion Securities, Josh started, owned, operated, and eventually sold his position in his marketing firm Discovery Marketing. In 2016, along with adding to his position by taking on the role of assistant branch manager, he earned a spot on the President’s Club list at RBC Dominion Securities recognizing his success in the industry. He graduated from the University of Saskatchewan in 2006 with a B.Comm. in finance.
In his free time, Josh loves to golf and play hockey and donates his time to various charities and boards around Saskatchewan. Josh lives in Saskatoon, SK with his wife Jessica, and son Oscar.