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Joshua Bowden, Financial Advisor

FINANCIAL ADVISOR
Joshua Z Bowden

123 Great Northern Road, Sault Ste Marie, ON P6B 4Y9opens in a new window
CallSend Me a Message

Focus Areas

  • Business retirement plans
  • Business owner considerations
  • Estate and legacy strategies
  • Retirement income strategies
  • Divorce finances
  • Employee stock options

About Joshua

As a Wealth Advisor, primarily for a select group of very successful business owners and affluent clients who are about 5 years or less from retirement, we work hard to understand your 'why' which is what matters most to you; family, occupation, recreation. Then we focus on your 'how' - Your Money!

We focus on what we can control, and our philosophy is rooted in planning and following a disciplined process. The process is built around the 3 D's:

Discovery Design and Deploy.

What's most important to us is the relationship we build that forms the foundation of my work with my clients...

Work History

  • Edward JonesMay 2016 to Current

Personal Interests

  • Spending Time with Family
  • Golfing
  • Volunteering
  • Personal Fitness
  • Traveling

Team Members

  • Tim Steiro
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(705) 945-0120

Fax

(877) 730-4730

Office Address

123 Great Northern Road
Sault Ste Marie, ON P6B 4Y9opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More