If you are here, you have taken the first step on an important journey of partnering with a Financial Advisor who is committed to helping you achieve your financial goals by working with you every step of the way.
I practice complete wealth management, which is the combination of building a financial strategy, investment and insurance guidance, and the involvement of your CPA, lawyer, or other professionals to develop a holistic financial strategy that is tailored to you, your family, or your business.
You work hard for your money, and I take great pride in the trust my clients bestow on me and my colleagues to help you grow, protect, or transfer your wealth.
I began my career with Edward Jones in Mississauga ON, then moving to Whistler BC, before finally settling in Terrace BC where I have assumed responsibility for our branch office. I earned my bachelor's degree in business from Vancouver Island University, and I am currently licensed and work with clients across British Columbia, Alberta, and the Northwest Territories.
My Senior Branch Office Administrator, Kim Godolphin, has been with our branch since 2007. Together, we are dedicated to providing you with the highest level of service possible. Our goal is to help you feel informed, secure, and in control of your financial future.
When not helping clients reach their goals, you'll find me spending time with my family and friends. I'm an avid skier, a mediocre baseball player, and I'm passionate about volunteering in our community.
I look forward to the opportunity to meet you and to learn your story - uncover what's important to you, and determine how I can make a positive impact in your life and your finances.
- Wealth Strategies
- Retirement Income Strategies
- Business Owner Considerations
- Business Retirement Plans
- Charitable Giving
- Education Savings Strategies
My Personal Interests
Phone NumberJoshua Lorenz at (250) 638-1202
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