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Joshua Ralph

Investment Advisor

  • BA

Working together to help you achieve what truly matters to you

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.

ADDITIONAL CONTACT

Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Surprise jobs rebound raises hopes of quicker economic recovery

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with James Orlando, Senior Economist, TD Bank, about the positive employment data in May, and what that could mean for the economic recovery.

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It's going to be a long, weird summer. Here are some things you can do to make the best of it.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Courage

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The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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