Sites
Skip to content
Leadership Profile
Private Wealth Analyst
A Passion for Research and Planning
As a Private Wealth Analyst, Joshua is responsible for supporting the private wealth counsellors in the preparation of comprehensive reporting and research for our high net worth clients. In this capacity, Joshua can often be found deep in financial planning software or spreadsheets as he works to help clients successfully plan and prepare for their financial future. In addition to client presentations and reports, Joshua has a knack for technology and is often called on to help the team research and manage tech solutions that improve our client correspondence and experience. Joshua holds a Bachelor of Arts with a Major in Economics and a Minor in Mathematics from the University of Alberta, and a Bachelor of Commerce with a Major in Accounting from MacEwan University. Outside of work, Joshua enjoys spending time with his family (in Español!), friends, and staying active, which often battles for time with his love for finding the latest hidden gems in streaming, video games, and music.
Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada
Telephone: +1 780 638 2492
Toll Free: +1 888 638 2490
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
Africa