Joel Bray
Investment Counsellor @Cardinal Capital Management
Signup · Get unlimited contacts
WORK HISTORY
Investment Counsellor @Cardinal Capital Management
Calgary, AB, CA
A highly-respected financial planner, Joel has become a leader in his field shortly after embarking on his career in 2006. His experience, knowledge and relationship-driven approach have earned him numerous industry accolades. Joel’s passion for charitable giving convinced him to pursue his Master Financial Advisor in Philanthropy (MFA-P) designation. He’s also a long-standing member of the Canadian Association of Gift Planners. He encourages his clients to include philanthropic giving in their financial planning and build strong relationships with charities that are close to their hearts. Joel also holds the Certified Financial Planner designation and the Chartered Life Underwriter designation.
EDUCATION
Advocis
Chartered Life Underwriter Designation, Corporate Tax & Estate Planning
University of Calgary
BA, Psychology
SKILLS
ABOUT JOEL BRAY
A highly-respected financial advisor, Joel has become a leader in his field shortly after embarking on his career in 2006. He educates his clients to be both accountable and adaptable while partnering with them to build a financial future that they can enjoy. Joel’s passion for charitable giving convinced him to pursue his Master Financial Advisor in Philanthropy (MFA-P) designation and become a member of the Canadian Association of Gift Planners. He encourages his clients to include supporting charities in their personal, corporate, and/or estate financial plans while building strong relationships with charities that are close to their hearts.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.