After 20 plus years of working with the big banks and feeling dissatisfied, a business associate introduced us to Josh. Since we had nothing to lose, we decided to take a meeting with him to discuss our investment portfolio. Little did we know he would become a trusted advisor and resource. Josh has guided us in making investment decisions that will secure the retirement we have dreamed of! He becomes personally invested in the well being of his clients and has become a valued and active participant in our lives! Josh invests time in our youth and has taken the time to reach out to our son to help him develop his own financial planning strategy. We couldn't be more pleased with our return on investment, or the advice we have received from Josh. He is a thorough, thoughtful, caring professional whose integrity has incentivized us to recommend him to family & friends. Thanks Josh, for restoring our faith in the investment advice community!
— Tim & Linda B. Barrie
Scott and I have worked with Josh for the past seven years. Josh is someone that we trust fully and we have gone so far as to have recommended him to several family members and friends seeking an Advisor. Josh assisted our family in wiping out all of our debt (including our mortgage - before the age of 40!) before setting up an aggressive investing strategy. Josh makes his client’s financial well being a priority over creating investment strategies for his personal gain. Josh is definitely someone you can trust! Scott and Jan
— Scott and Jan Horseshoe Valley
Right from our first meeting we felt comfortable with Josh. It didn't take long for us to realize he is very knowledgeable and knows his business. We felt secure and trusted that Josh would help us with retirement planning. The best process ever. With encouragement and follow up from Josh we know where we are and also where we want to go in the future!
— Robert & Sarah M. Utopia
Thanks very much for our annual review meeting last week. We always comment to each other about how organized and prepared you are for these meetings, right down to copies of the agenda for all! But more importantly, we are so glad we were referred to you a few years ago. You’ve been a great resource; helping us to get out of our over leveraged position and to where we are so much more comfortable with our portfolio. The added bonus is that we are in a more stable position and are paying less fees. This has made us more relaxed about our investments and we are now on track in our retirement savings. Just wanted to let you know that we really appreciate your financial guidance.
— Jim & Victoria Barrie, ON
For us, communication is the key to customer satisfaction. We never heard from our previous financial advisor and trying to talk to him was always a game of telephone tag. We decided to simplify things and move our portfolio of investments closer to home. A family member recommended Josh from the Assante group and after our very first meeting we knew he was the right person to help us meet our goals. Josh was willing to listen to our concerns. After an in depth and thorough consultation process he was able to recognize our needs and recommend investment advice tailor made for us. He was able to save us money in investment and insurance fees, fine tune our retirement and estate planning and update our insurance requirements. We are very happy and would gladly recommend Josh and Assante's commitment to your financial planning.
— L. & E. Moonstone, ON
I am writing this to let you know how pleased I am that I switched my investment portfolio over to Josh. I had been dealing with a company in Toronto and wanted to have everything closer to home. I heard about Assante so I decided that I would go and check it out. That is when I was introduced to Josh. He is very articulate and knowledgeable and made things easy for me to understand. He explained things that I did not know and helped me make decisions that would make my portfolio more profitable. He got everything done in a timely manner and now that it is all set up he keeps in touch with me on a regular basis. I was so pleased with the way that he handled things that I suggested him to my daughter who has also switched her family investments over to him. If you are looking for someone to look after your portfolio I would highly recommend him.
— Bonnie K. Orillia, ON
I got to know Josh McQuay through a friend who was using him as his investment advisor. When my wife and I decided to start using an advisor we checked out a few and asked questions before making our decision. We decided on Josh McQuay because of his knowledge, expertise, and professionalism. We have been very pleased with his service to us. He is always available, returns calls and has even travelled to our home in Barrie to meet with us so that we would not have to go to Orillia. He keeps us well informed. We are pleased with how he has guided our finances through recent international financial uncertainty. My wife and I are confident in Josh and we trust him.
— LP Barrie, ON
We would like to express our gratitude to Josh and the team at Assante for helping us with our investment portfolio. He has cleared up a lot of the mysteries of investing and is untangling a mess left by our previous advisor. With his guidance and advice our funds have been appreciating even in these difficult financial times. We readily endorse him as a financial advisor.
— Val & Ilze L. Toronto, ON
We are writing this letter of recommendation to express our deepest appreciation to you Josh in regards to your help with establishing our insurance needs. We were very happy with your ability to service our request given some of the difficult circumstances involved. We will continue to enlist your services in the future for all of our insurance and investment needs and have no hesitations recommending you to others.
— Cynthia D. & Mike A. Newmarket, ON
As a senior I was finding it difficult to map out a retirement plan. Josh was extremely helpful in preparing a retirement plan for me and explaining everything thoroughly as I am not financially savvy. He also got back to me right away whenever I called him and I am very pleased with the service that I received from him.
— Helen N. Barrie, ON
Our experience with Josh has raised the bar for the kind of service, knowledge, and professionalism one should expect when dealing with an advisor. Josh was able to help us navigate the wide range of insurance products available on the market and make a fairly complicated product very easy to understand. He came to our house in Toronto on multiple occasions and kept us informed about the progress of our application during the underwriting process. I have worked with a number of investment and insurance professionals in my career and hold Josh in the highest regard. I have, and will continue to recommend him as trustworthy source of advice to friends, colleagues, and family members.
— Stefan and Priscilla R. Toronto, ON
We are writing this letter of recommendation to thank Josh McQuay at Assante for extending his guidance and advice regarding our invetsments. Josh is an avid listener, very knowledgeable and professional and he is very comfortable to talk with. We were anxious to change from our previous financial advisor due to lack of communication, but Josh keeps us well informed. We are very pleased with the service that he provides.
— Roy & Brenda T. Orillia, ON
Josh McQuay was recommended to us by a friend and colleague whose opinion we value and we have not been disappointed. Josh has great ideas and responds promptly to all our questions, large or small. We are most confident in his advice.
— James & Shelley B. Barrie, ON
Josh McQuay was recommended to us by our mortgage advisor. We were very pleased with the advice and service provided by Josh. He had great ideas and through his help and guidance we got the right insurance to fit our needs and well within our budget. He was always available to meet with us at a time convenient for us and answered all our questions promptly. We were so impressed with Josh that we already recommended him to friends of ours and will continue to do so in the future. Thank you Josh!
— Martin and Lindie A. Barrie, ON
Over the past three years, Josh has helped me to develop and successfully implement a personal financial strategy. His sound and individualized approach to financial planning has resulted in significant improvements to my annual cash flow. In our meetings, he demonstrates a wide range of financial expertise and knowledge. Josh has excellent communication skills and discussed options very capably taking into consideration my financial goals and plan. I am impressed that Josh finds time to volunteer his talents and expertise in his local community. He is very responsive to my inquiries and requests. It is a pleasure to have Josh McQuay as my Financial Advisor and I highly recommend him.
— Louise P. Barrie, ON
Thank you Josh for helping us get back on track with our investment strategy. Your knowledge and expertise gave us the confidence to make the needed changes to our portfolio. Our investment future is looking much brighter! "
— Larry & Sandra W. Wasaga Beach, ON