Professional Experience
Licensed as a financial adviser representative since 2021, Joshua currently manages over $7 million in assets under advice as a Senior Wealth Manager. His practice runs on a clear standard: fees should be earned, not assumed. Over the past five years, his personal portfolio has returned more than 20% annually. Over the years, his clients have in turn achieved results above their respective benchmarks.
Before financial advisory, Joshua spent over a decade putting together large-scale B2B industry conferences across sectors including oil and gas, defence and government, pharmaceuticals, and technology. Along the way, he built deep relationships with C-suite executives, advising on business strategy, revenue growth, and process efficiency.
Advisory Philosophy
Joshua is a father to two young daughters, and this shapes how he thinks about financial planning. He thinks often about the values he wants to pass on to them, and what it means to prepare children for a world being reshaped by AI — not just financially, but in how they’ll need to think, adapt, and build a purpose-driven life. It’s a version of the same question his clients often ask about their own families. That’s part of why the work feels personal, not transactional.
For Joshua, financial advice is not just about numbers alone — it’s about purpose, legacy, and stewardship. His approach is simple: build every plan around a client’s life context, goals, and family, so that what’s earned today endures for the generations that follow.