Senior Financial Advisor – Manulife Securities Investment Services Inc.
Insurance Specialist – JSB Financial Services Inc.
Josh Santa-Barbara is the principal of JSB Wealth Management and has been in the financial services industry since 1992, 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.
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 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.
An active member of the community Josh lives in Troy with his two children, where he enjoys raising Texas Longhorn cattle as a hobby and relaxes by donning a pair of running shoes, having recently completed 7 half marathons plus the 30 km “Around the Bay” in Hamilton. He is currently a member of the Hamilton Police Auxiliary Unit and delivers talks at local high schools on the dangers of drunk driving.
Client Services Coordinator
Denise has been in the financial services industry since 1982 in various accounting and finance positions.
Denise has diverse roles in accounting, research and client reporting but her main focus is to ensure that client service is maintained at the highest level possible by ensuring that all clients are dealt with in a compassionate, caring and knowledgeable manner.
Associate, Manulife Securities Investment Services Inc.
Annette has been in the financial services industry since 1981, having experience in mutual funds and insurance.
Annette has a multi-faceted role as the business manager for JSB Wealth Management overseeing the running of the office to ensure that all clients receive the top notch, caring service that they deserve. Annette is focused on enhancing and managing the complexities in the financial lives of individuals, business and families by drawing on her education, industry and own life experiences.