Meet Our Founder

Joshua was married in late 2019, and says frequently that without the support of his wife he would not have been able to build a successful financial services business. Growing up Josh was always close with his family and remains so to date and has strong family values. These family values have helped in Joshua's business as he understands the importance of long term planning to ensure a comfortable retirement, but also to ensure loved ones are taken care of when major life events such as a disability or illness, take place unexpectedly.

Before becoming a Financial Advisor Joshua worked in the oilfields of Alberta and Saskatchewan, and worked all over BC and Alberta with the railway, building new track. Josh also spent several years volunteering for a large nonprofit organization in Ontario and it was during that time that he realized he wanted to spend his time helping people, and got into the financial services industry. Joshua continues to volunteer his time for various organizations around Prince George to help make his community a better place to live and work.

A quote from Josh "when I sit down with people and we build a financial plan together, often for their first time, its as if I can actually see the stress leaving their body because now they have a plan of action to help them obtain the comfortable retirement, or other goals everyone is planning on. I love what I do because I get to help relive peoples financial stress, every single day".