Plan Ahead with Josh 

Meet Josh

Josh Froese, a Wealth Advisor from Winkler, is a Financial Planner who has a unique approach to financial planning that sets him apart.

Josh believes in holistic financial planning, which means that he doesn't just focus on investments and financial products but considers all aspects of his members’ lives to create a comprehensive plan that aligns with their goals.

By taking a more comprehensive approach, Josh can help members not only achieve their financial goals but also improve their overall quality of life. Josh is passionate about helping people feel empowered and in control of their financial future.


  • Credentials: Certified Financial Planner® (CFP®), Canadian Securities Course, Wealth Management Essentials, Bachelor of Commerce (Honours) Degree
  • Spoken Languages: English