With over 30 years of experience in financial services, Joss has seen how thoughtful planning can bring clarity and confidence to even the most complex financial situations. Joss’ passion is helping families, retirees, and business owners make smart decisions that lead to lasting peace of mind. By taking the time to understand what matters most to clients, whether it’s preparing for retirement, growing a business, or protecting a family’s future, Joss builds customized strategies to help them reach their goals.

In addition to a degree in history, Joss holds diplomas in both Financial Planning and Advice, and Investment Securities, and is an Associate Member of the Chartered Institute for Securities and Investment.

Away from work, Joss acts as a taxi for his 2 kids but does get a bit of time for some golf and music.