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Joshua Orth, Financial Advisor

FINANCIAL ADVISOR
Joshua Orth

180 Mary St, Suite 9, Port Perry, ON L9L 1C4opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Business owner considerations
  • Estate and legacy strategies
  • Wealth protection strategies
  • Sustainable Investing
  • Charitable giving

About Joshua

I believe that the best teachers are the ones who are able to describe complex ideas through simple explanations. Whether you are approaching retirement or enjoying retirement, I love helping you understand your options and giving you the power to make informed financial decisions.

At Edward Jones we follow a disciplined investment approach and we partner for life because investing is a long-term endeavour. To help you stay on track, we develop tailored financial strategies and then proactively review those strategies on a consistent basis, providing ongoing guidance and advice.

Whether you are a conservative investor looking to plan for your retirement...

Work History

  • Edward JonesJune 2016 to Current

Education

  • University of GuelphBachelor of Commerce

Personal Interests

  • Spending Time with Family
  • Cooking
  • Soccer
  • Golfing
  • Board Games

Team Members

  • Kaitlynd Field
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(289) 653-1990

Fax

(833) 247-4198

Office Address

180 Mary St
Suite 9
Port Perry, ON L9L 1C4opens 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.

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Setting your path

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

Learn More