Join the team from White Leblanc Wealth Planners and Hollis Wealth as they cover the market’s response to a global pandemic, what it means to investors and their portfolio management team’s thoughts on the future. They will also talk about lessons learned from a business owner’s perspective and walk through the steps business owners should take moving forward.
Josh joined White LeBlanc Wealth Planners in 2018 as a Portfolio Manager, after spending six years at HollisWealth’s head office as a part of the team managing the firm’s fee-based investment platforms. Having interacted with hundreds of investment advisors across the country in his past role, Josh has had the unique opportunity to identify the traits that make a financial service practice successful.
Drawing on this experience, Josh believes in a disciplined approach to investment management, supported by a rigorous client discovery process and regular client interaction.
Josh graduated from the University of Guelph in 2012 with a Bachelor of Commerce degree, majoring in Economics & Finance. He has since attained his Chartered Financial Analyst and Chartered Investment Manager designations. He makes use of his education and academic mindset, combined with his passion for everything investing and financial markets, as a member of our Portfolio Management Committee.
Wednesday May 13, 2020
2:00 PM - 3:00 PM ADT
Wednesday May 13th, 2020
2:00 pm - 3:00 pm
*THE LINK TO JOIN THE SESSION IS IN YOUR CONFIRMATION EMAIL*
FREE
Kayla Lynch, Event Coordinator
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Printed courtesy of www.halifaxchamber.com – Contact the Halifax Chamber of Commerce for more information.
32 Akerley Blvd Suite 100, Dartmouth, NS B3B 1N1 – (902) 468-7111 – info@halifaxchamber.com