Joshua Weiss

Josh is dedicated to helping individuals and families work toward financial peace of mind by simplifying their financial challenges and crafting solutions tailored to their unique needs. With over a decade of experience and a strong analytical foundation, he brings precision and insight to identifying and managing risks. Through holistic, integrated wealth planning, Josh focuses on addressing immediate priorities while considering future needs, helping clients navigate an evolving economic landscape with clarity and confidence.

Josh’s journey into wealth management is grounded in an academic background in quantitative analytics and experience in financial technology. After completing a degree in Statistics, Computer Science, and Economics from the University of Waterloo, he pursued a Master of Mathematical Finance (MMF) at the University of Toronto, where he developed expertise in quantitative finance and risk management. Further strengthening his financial insight, he obtained the Chartered Financial Analyst (CFA) designation, building a rigorous analytical foundation that continues to inform his work.

At Quadrant Private Wealth, Josh’s role as a Private Wealth Manager allows him to apply his technical skills and build on his financial technology and wealth management experience to help clients achieve clarity and confidence in their financial futures. In a rapidly changing industry, Josh believes that a wealth advisor’s true value lies in communication, empathy, and a client-centered approach—qualities that empower his clients to confidently navigate their financial journeys.
Josh lives in Thornhill, Ontario with his spouse Ruslana, and daughter Lucy. He is a sports fanatic and a music-loving electric guitar player.

Direct Line: (647) 625-2250

Email: jweiss@quadrantprivate.com