Joshua Petch

Estate Administrator with aspirations to become a Trust Officer.

Enrolled in the STEP program with 2 of 4 exams completed.

3 Years of trust and estate experience with 6 years of total experience in finance.

3 Years of Trust and Estate Experience with TD Private Wealth

6 Years Experience in Finance from Private Investment to Tax Reporting.

STEP Exam 1 & 2 - Laws of Trust and Taxation of Trusts and Estates Completed in 2024 and 2025.

CSC Completed in 2021