JSB Wealth Management - Manulife Securities Investment Services Inc.

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Josh Santa-Barbara is a Senior Financial Advisor with extensive experience and knowledge in the financial services area. He is the principal of JSB Wealth and has been in the financial services industry for over 23 years. Initially with one of Canada's largest life insurance companies as an agent and financial advisor and more recently running the Waterdown office for a local independent dealer offering a full range of investment products such as retirement and estate planning.


Consistently voted “Best Financial Planner” by the local community, Josh has a very distinct personable approach and a clear and easy to understand style that immediately instills confidence in his clients, who trust and act on his optimistic and honest advice. Whilst often the source of a witty comment, like his clients Josh is extremely serious about financial planning and believes strongly in preparing his clients for the freedom that a realistic financial plan will bring them.

If you are a looking for retirement and or estate planning, please contact me to discuss how I can help you achieve your dreams.

Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products are offered through JSB Financial Services Inc.
Manulife Disclaimer: http://www.manulifesecurities.ca/disclaimers/