Assante Capital Management Ltd. - Josh McQuay - Barrie, Ontario

Savanna T.

Josh and Melanie at Assante Capital Management are absolutely the best people! Not only are they extremely knowledgable, but they are extremely fair! They have always giving me the best advice on how my money should be invested and I have gotten nothing but growth in my investments. They are top-notch when it comes to their service and I have only good things to say about these two. I would continue to invest with these guys and recommend anyone who is looking for a financial advisor!

Michael B.

Josh is the man to know ! He is very knowledgeable and very good at navigating and offering the best investment strategies for my needs and financial goals . 5 Starts 10/10 highly recommend.

Patricia M.

I highly recommend Josh as a financial advisor. His experience and knowledge has shown continued solid growth of my investments. He continually looks toward the future and makes beneficial suggestions toward my portfolio on an ongoing basis. Josh is always easy to communicate with and explains everything thoroughly. I have the utmost confidence and trust in his abilities and am so glad to have Josh as my family's financial planner.

JANE B.

Josh McQuay was recommended to me by a friend. I had poor past experiences with financial planners and was looking to engage a new planner to direct my investments. Josh firstly helped me develop a plan as to where I was going and what my future money needs would be. In so doing, he gave me personal direction and helped me realize my goals. My portfolio has greatly benefitted from his involvement. He was a breath of fresh air.

Josh is personable and very focused on assisting clients. He gives gentle reminders/prods if you lose focus. When issues arise, he is readily available and gives sage advice.

I have been very satisfied since moving to Assante and having Josh at the helm of my financial boat. I would highly recommend Josh McQuay to anyone who us searching for a knowledgeable and well grounded planner.

Adam D.

My wife and I have been fortunate to be working with Josh for a few years now and we couldn't be happier with the service and guidance he has provided. His methodical and pragmatic approach to wealth management is refreshing in a profession where there is a lot of mediocrity and people looking to make a quick sale. Josh places the client at the forefront of everything he does and it shows. We will happily be working with Josh for years to come.

Linda I.

Having Josh as our advisor has greatly improved our retirement planning strategies. I highly recommend him for his thorough management of our assets and informative insights! He has also generously volunteered his time to talk to our children about financial planning strategies. Josh truly cares about his clients financial well being. 5 stars!

Louise P.

Josh is a very knowledgeable and committed financial planner who has successfully managed my portfolio for over ten years, He is very skilled at helping me readjust financial goals based on changes in my life. In addition, he is an excellent communicator and most responsive to my concerns and queries. I highly recommend Josh McQuay.

Jayne P.

I have been dealing with Josh for several years now, and feel so fortunate to always receive such excellent advice and guidance. He explains things so well, and nothing is too much trouble for him. Josh stays in touch with regular updates. I feel my financial future is in very good hands.