Josh Benchetrit, CFA, CPA, CIPM

As Principal, Asset Management & Client Services, and as a registered Portfolio Manager for Westcourt Capital, Josh’s responsibilities include the construction and management of diversified investment portfolios and reviewing investment products for Westcourt’s clients and partners.

Prior to joining Westcourt, Josh was an executive at one of the country’s largest single-family offices, and a member of the Investment Committee. In this role, he was responsible for building the investment framework covering all major asset classes and geographies. Previously, Josh led investment management for another large single-family office, while also focusing on the transfer of inter-generational wealth.

Josh started his career in 2008 working in public accounting for Ernst & Young, primarily focusing on audits of financial services clients. He also held operational finance positions at companies such as International Financial Data Services and Canada Post.

Josh is a Chartered Financial Analyst (CFA) charterholder, a Chartered Professional Accountant (CPA, CA), and holds the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. He also earned a Bachelor of Business Administration (BBA) degree from the Schulich School of Business. Josh is registered as a Portfolio Manager (Advising Representative) for Westcourt in Ontario, Quebec, Alberta and British Columbia.

Josh is married with children and is an avid tennis player and traveler.