Josef is a key member of the RBC Dominion Securities Stratford team through Frank Private Wealth Management. He has extensive industry experience as a Portfolio Manager and Investment Advisor.
Prior to joining RBC Dominion Securities, Josef developed a diverse background working in both health care and financial services. In financial services, he spent 13 years in senior product development and marketing roles at Canada’s largest insurance company. Josef’s clients benefit from his deep understanding of both wealth and risk management, as he is able to navigate through the myriad of complicated products to develop straight-forward, conservative approaches personalized to your needs. Complementing Josef’s work experience is a strong academic track record. Josef has a Bachelor of Business Administration (BBA) and a Master of Business Administration (MBA) degree. Josef is also a Chartered Investment Manager (CIM).
Josef lives in Stratford with his wife, Kristin, and children, Sarah and Noah. His hobbies include running, golfing and being active with his children in their sports and activities. Josef is a member of the Rotary Club of Stratford, Vice Chair of the Stratford General Hospital Foundation and Board Member of St. John’s Ambulance Perth.