Joel Bray, MFA-P, CFP, CLU

VP, Relationship Management, Cardinal Capital Management

About Joel Bray

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. As a graduate of the Dale Carnegie program, Joel 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. 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.

Typical Clients

Philanthropists (planned or accidental) looking for creative solutions to make an impact

Wealth accumulators such as entrepreneurs and professionals

High Net Worth Families looking to safeguard their legacy

 

Free Consultation

Contact Joel Bray about adding a charitable gift to your Will

jbray@cardinal.ca 587.391.5328 Joel's website