Joseph has been with Dalrymple Wealth Counsel of Raymond James Ltd. since 2016. He enjoys delighting our valued clients and assisting the team in a diverse range of roles including account opening, general administration, client reporting and portfolio administration support. Prior to joining the team, he worked in client services at a mutual fund company.
Joseph holds a Honours Bachelor of Arts in Political Science from the University of Toronto; he has completed the Canadian Securities Course (CSC) and Portfolio Management Techniques (PMT) from the Canadian Securities Institute. He is currently enrolled in the Conducts and Practices Handbook (CPH).