Joshua leads Heritage Wealth Management group and oversees all client portfolios. He forges long-lasting relationships and enjoys being in contact with clients often to remain available and responsive. Joshua has provided investment and wealth advice to clients for nearly 20 years, offering a full suite of wealth services with a style that is both thorough and approachable. He acts as a family’s primary point of contact on financial matters and leverages his relationships with specialists across many lines of business at TD to meet each client’s unique, evolving needs.
Joshua attended St. Michael’s College in Vermont, where he played varsity hockey while obtaining his undergraduate degree. He is a Life insurance Advisor with TD Wealth Insurance Services. Josh is currently working towards the Chartered Investment Manager (CIM®) designation in order to become a discretionary portfolio manager. Outside of the office, Joshua can be found supporting his daughter in the equestrian arena, hitting the slopes in winter, and serving as official grounds-keeper for the family farm.