Joshua has been working in the financial service industry for over 15 years and an Investment Advisor at National Bank since 2013. Since joining National Bank, Joshua has attained his Certified Investment Management designation (CIM) and became a member of the firm’s Portfolio Manager group with the ability to invest on a discretionary basis for clients. Joshua partnered with Stuart Hall in 2014.
Joshua began his career in accounting where he obtained his Chartered Professional Accountant designation (CPA, CA) from a global accounting firm. He has experience working with a wide variety of clients from small business owners and individuals, to large public corporations. While in accounting he was able to forge strong relationships with his clients in order to deliver exceptional service. Along with gaining valuable communication skills, Joshua’s experience provided a fundamental understanding of financial literacy and taxation. It is these invaluable skills that are paramount to helping clients achieve their most important goals and objectives.
Joshua received a Bachelor of Commerce degree from Queen’s University studying finance and accounting. He has a young and active family, which keeps him busy with various athletic and creative pursuits in addition to his involvement in the community.
Joey has over 12 years of experience in the financial service industry. She joined National Bank in 2012 and became a member of the Hall-Silmser Wealth Management team in 2017. Since joining National Bank, Joey has obtained her options license.
Joey graduated from the Management program at the University of Toronto with a Bachelor of Business Administration degree (BBA), specializing in accounting. She began her career as a credit operations analyst in the back office of a multinational bank. Joey has strong organizational and analytical skills and is committed in providing exceptional services to our clients.
In her spare time, Joey enjoys travelling and spending time with her family of four. Together, they enjoy being involved and volunteering for the community and for good causes.
Stuart has been working in the investment management industry for over 40 years. He has gained a wealth of industry knowledge with his experience working for multiple investment brokerages during his tenure as an advisor. Stuart’s experience and deep understanding has become a great asset for supporting the team in providing comprehensive wealth management solutions to individuals, families and business owners.
Stuart began his career in accounting for a global accounting firm. He has become well versed in financial literacy and taxation. He received a Bachelor of Business Administration (Honours) degree from the Schulich School of Business at York University studying finance and accounting. Stuart enjoys spending time with his family including his grandchildren and young puppy, Cooper. He is an avid golfer and volunteers for several charitable organizations.