Modern Investing

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Jon S

I have been working with Josh for over 10 years. He is personable, knowledgeable and professional (which might be rare with number crunchers). He has helped me maneuver returning to school, buying a home, rental income and numerous tax benefits. Honestly the peace of mind I have, knowing I can rely on him is invaluable. I have recommended him to others and will continue to.

Kris MacLean

Josh is a literal financial wizard. I didn't believe in magic until I started working with him and now I have to re-evaluate my own existential beliefs. Josh adds some humour into the boring math of finance. He's very responsive, professional, and willing to take the time to explain exactly how all this financial wizardry works. I feel a lot more secure about my financial future after working through my needs with Josh and he alleviated personal anxieties I had about meeting my financial goals. After collaboratively tackling my previous and current student debt, I finally feel on track and in control of my income. Further, with pandemic restrictions Josh has made it super easy to communicate. He's willing to meet virtually and via telephone to help accomodate, and really has made a large impact on my partner and I's financial future. Highly recommend him for any of your finance needs.