Josh McQuay, CFP, FMA
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.
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
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