Finance & Banking

Contact: Joshua Marino, Chartered Financial Consultant

I bring over 15 years of experience in financial services, with a focus on comprehensive wealth strategies. My experiences have proven the significant impact that having an experienced team of financial professionals can have during many of life’s greatest transitions. I help clients effectively navigate multi-generational wealth strategies, asset and legacy protection, insurance needs, taxation strategies, retirement planning, estate considerations, business exit strategies and employer retirement benefits.

My journey in the financial industry began in 2009 when I joined a private wealth management firm, where I honed my skills and developed a deep passion for helping others achieve their financial goals….