Joshua has over 20 years of experience in the financial service industry and has been a Wealth Advisor at National Bank since 2013. Since joining National Bank Financial Wealth Management, Joshua has earned the Certified Investment Management designation (CIM®) and joined the firm’s Portfolio Manager group with the ability to manage client portfolios on a discretionary basis.
Prior to joining National Bank Financial Wealth Management, Joshua began his career in public accounting, where he obtained his Chartered Professional Accountant designation (CPA, CA) from a global accounting firm. He worked with a wide array of clients, ranging from small business owners and individuals to large public corporations. During his time in accounting, Joshua built a strong foundation of financial literacy and taxation which enabled him to provide valuable insight and service to clients. These qualities are invaluable to providing powerful advice and helping clients reach their goals.
Joshua holds a Bachelor of Commerce degree from Queen’s University in finance and accounting. Joshua enjoys spending time with his young family, as well as athletic and creative pursuits alongside community involvement.