JOSHUA

The process outlined below: from the first preliminary meeting through to the ongoing relationship, is only as effective as the effort and attention to detail put into it. That is equally the work and preparation that we commit upfront, as well as the thought, time, effort and transparency provided by the client... We go through questions and scenarios that encompass more than a traditional asset liabilities income template. The result of this is a robust financial plan, unique to your situation... Welcome! As you explore the website, my goal is to provide you with information about my team, my practice, and an overview of my investment philosophy. I do not believe that there is a one-size-fits-all for every investor. My clients can attest that I am focused on being a m

Also known as: Joshua Kingsmill

Primary location: Toronto