About Us
Meet our Founder – Joshua Meise
Joshua was born and raised in Prince George, and loves living in Northern BC. He grew up working on his parent’s small farm where he was taught the value of hard work, and of always being honest with the people around him. Josh has carried these attributes into his financial services practice where he always puts the clients needs first and recommends the products and services that are going to best fit each persons needs and help them achieve their financial goals.
When not in the office you will find Josh in his vegetable garden, at a campsite beside a lake, hiking, skiing, and volunteering in Prince George.
Joshua’s Life
Joshua was married in late 2019 and says frequently that without the support and encouragement of his wife he would not have been able to build a successful financial services business. Growing up Josh was always close with his family and remains so to date and has strong family values. These family values have helped in Joshua’s business as he understands the importance of long-term planning to ensure a comfortable and secure retirement. Josh also understands the importance of insurance planning to ensuring loved ones are taken care of when major unexpected life events such as a disability or illness, take place.
Before becoming a Financial Advisor Joshua worked in the oilfields of Alberta and travelled all over western Canada building railway track for various companies. Josh also spent several years volunteering for a large non-profit organization in Ontario and it was during that time that he realized he wanted to spend his life helping people and decided the way he would do that was through the financial services industry. Joshua continues to volunteer his time for various organizations around Prince George to help make his community a better place to live and work.
A quote from Josh “I love what I do as I get to sit down with good people every day and help them plan for the what ifs of life and save for a comfortable and secure retirement. Building plans of action helps relive peoples stress and live a more relaxed, comfortable, and stable life.”
Charity Work
Joshua has always thought it was important to give back to the community you work and live in and has spent his life volunteering with different organizations in his community and across Canada. Josh is also a financial donor to the Prince George Red Dress Society, The Rocky Mountain Rangers B Company Mess, and gives about 10% of his overall income to various charities each year.
Joshua loves volunteering his time every year for the BC Thanksgiving Day Food Drive. In 2019 he helped collect and process about 22,000 pounds of food that was donated to a local food bank in Prince George and was spread to those in need throughout the community.
Josh also enjoys spending time volunteering for the Prince George Red Dress Society, at The St. Vincent de Paul Society’s soup kitchen, and in the past has volunteered at the BCNE, with Black Spruce Farm Tours, and several other large volunteer organizations in Canada.
In September of 2022, Josh had the privilege of participating in the unveiling of a monument in Prince George, MMIWG memorial unveiled along B.C.’s Highway of Tears, dedicated to the missing and murdered indigenous women and girls (MMIWG) of British Columbia and Canada. The monument is called “Journey of Hope” and is located on the corner of Highway 16 and Ferry Ave in Prince George. As a member of the Metis Society of BC, Joshua holds this cause very close to his heart as he believes it is vitally important to help raise awareness of the epidemic of violence and victimization that is taking place against indigenous people and in indigenous communities across Canada.