The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Josh McQuay, CFP, FMA

Investment Advisor

Josh was born and raised in Thunder Bay, Ontario and joined Assante in 2006 after graduating from Lakehead University's Honours Bachelor of Commerce program, where he majored in finance and minored in economics. A strong proponent of continuing education and training, Josh is a committed life-long learner of both financial and non-financial topics. He holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations.

He currently resides in Barrie and outside of the office Josh enjoys traveling, reading, and the challenge that comes with being a fan of the Toronto Raptors. Active community involvement is important to him and Josh volunteers his time with the Lakehead University Alumni Association and as a volunteer instructor with Junior Achievement.

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more

Josh McQuay CFP, FMA

Investment Advisor

Investment services and strategies

At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.



Leave a Note

Please fill out the form below

Office Address

576 Bryne Dr. Unit P
Barrie, Ontario
L4N 9P6 Canada