THE PEOPLE BEHIND YOUR WEALTH
About Us
LEADERSHIP
Meet the Founders
Josh McWilliam
CEO & President
BA · CFP · FMA · EPC · FCSI · CIWM · TEP · FEA
Josh is President and CEO of RPS Private Wealth, where he advises a select group of high-net-worth families, entrepreneurs, and business owners on complex wealth, tax, and legacy planning. Holding an extensive suite of advanced designations, including CFP, FMA, FCSI, CIWM, EPC, TEP, and FEA, he is known for delivering highly tailored, integrated strategies designed to preserve and grow capital across generations. His approach blends deep technical expertise with a discreet, relationship-first philosophy, positioning him as a trusted advisor to clients navigating increasingly sophisticated financial decisions. He has been recognized with distinctions such as MDRT Top of the Table and the Community Builder Award. Outside of his practice, he values time with his wife, Lisa, and their daughter, Madison, and remains passionate about helping families steward wealth with purpose and clarity.
Philippe D'Astous
CIO & Portfolio Manager
CFA · CFP · BFin
Philippe D’Astous is a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) who truly differentiates himself through his expertise in both portfolio management and financial planning. Sharing his expertise and insights gained throughout his career as a financial planner, analyst, and investor with his clients is Philippe’s passion. All of which helps clients build lasting wealth and confidently navigate their financial future. When Philippe isn’t analyzing stocks, you can find him playing guitar, playing hockey, hitting the golf course, or experimenting in the kitchen, particularly trying to perfect his homemade pizza.
OUR TEAM
Meet the Team
Lee-Ann D'Astous
Chief Operations Officer
Michelle Bourque
Client Relationship Manager
Jordan Arsenault
Business Operations Manager
Lexi McGrath
Associate Wealth Advisor
Jessyka Harris
Licensed Associate
Kendra McCully
Executive Benefits Advisor
RPS Benefits