Our process

When life’s key financial decisions are ahead of you, you need a financial advisor you can rely on. Josh and his team understand what it means to be there when it matters greatly because Josh’s own journey to becoming a financial advisor was shaped by a pivotal moment in his family’s life. When Josh’s father unexpectedly passed away at just 55 years old, a financial advisor’s knowledge and compassion guided Josh and his mother through one of their darkest hours. That experience ignited Josh’s passion to be the financial advisor others could turn to during life’s key financial decisions. Today, Josh and his team are dedicated to providing you with the knowledgeable guidance and genuine support you need to navigate your financial journey with confidence.

What you can expect

A dedicated financial advisor

When you work with us, you get a financial advisor who earns and honors your confidence through knowledgeable guidance grounded in genuine care and understanding. Like the financial advisor who supported Josh’s family during their time of need, we stand beside you through life’s critical financial decisions with integrity, competence and dedicated support.

Genuine support

We listen with empathy and act with integrity. Every conversation reflects our commitment to truly understanding your unique circumstances, challenges and aspirations - not just your financial numbers. We recognize that behind every financial question is a person with hopes, fears and dreams.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

• Moody's Aa1 and A1 / stable⁴
• Standards and Poor AA-² and A³/stable⁴
• Fitch Ratings AA and AA+/ stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

Long bonds light a short fuse

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

Read more in Global Insight Monthly

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.