Josh Blatt
Wealth Advisor @CIBC Wood Gundy
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WORK HISTORY
Wealth Advisor @CIBC Wood Gundy
CA
EDUCATION
University of Manitoba
B.Comm (Hons), Accounting & Finance
Chartered Professional Accountants of Canada (CPA Canada)
CA, Accounting and Finance
Fort Richmond Collegiate
High School Education
SKILLS
ABOUT JOSH BLATT
Having worked in the financial services industry for over 10 years, I help my clients navigate the financial opportunities and challenges presented to ensure they realize their life goals and dreams. I aim to learn every client’s personal story and provide a high-quality tailored comprehensive plan that incorporates their work, family, and legacy. My goal is to:• Explain and educate personal financial strategies with communication using simple and plain language.• Proactively monitor multiple investment strategies and tax implications on a regular basis.• Lead and organize clients through: Investing, Utilizing money in a bank account, After-Tax Returns, Financial Planning, Retirement Planning, Budgeting, Wills & Estate, Mortgages, and Insurance/Protection strategies. I strive to be the Chief Financial Officer (CFO) for busy professionals, families, and small business owners. Allow me the opportunity to be your confidant and trusted wealth advisor and assist you in achieving a positive and easy-to-understand
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