In his current role as an Assistant at Garofalo & Associates Private Wealth Management, Josh supports the team in delivering a high standard of service and coordination to clients. He contributes to the day-to-day operations of the practice while helping ensure clients receive the attentive support and organization that underpin a thoughtful financial planning experience.

Josh brings a strong interest in helping individuals and families gain clarity around their financial lives. He is motivated by the opportunity to support clients as they work toward meaningful goals and long-term financial confidence. As he continues to develop his career in financial services, Josh is committed to building his technical knowledge and expanding his expertise to better serve clients.

Josh studied at the University of Guelph. He currently holds the Canadian Securities Course (CSC) designation, and he is working toward completing his Life License Qualification Program (LLQP) as part of his ongoing professional development.

Outside the office, Josh enjoys spending his free time on the golf course, following hockey, reading, and continuing his professional development in financial planning.