About Joel Bray

Joel is a highly-respected financial planner and has been a trailblazer in his field since launching his career in 2006. With almost two decades of experience, his unwavering dedication, expertise, and client-focused approach have garnered him a sterling reputation.

Joel’s deep-seated commitment to philanthropy led him to attain the coveted Master Financial Advisor in Philanthropy (MFA-P) designation and he stands as a proud member of the Canadian Association of Gift Planners (CAGP). As an advocate for the seamless integration of charitable giving within financial planning, Joel encourages his clients to incorporate intentional philanthropy into their financial strategies. His belief in building enduring relationships with charities has resonated with many clients, as they work together to support causes that hold special significance to them.

Joel’s also holds the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations as his commitment to excellence in the financial planning. With his holistic approach to financial well-being and philanthropic endeavors, Joel continues to inspire and lead both his clients and peers toward a brighter financial future and a better world.

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