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Joel Bray Location
Calgary, AB, CA
Joel Bray Work
Investment Counsellor @ (October 2020 - Present)
Treasurer @ (November 2022 - Present)
Board Member - Strategic Planning and Fund Development @ (September 2012 - Present)
Principal @ (March 2015 - October 2020)
Executive Financial Consultant @ (July 2006 - October 2020)
Board Member - League Liaison @ Calgary Curling Club (September 2012 - September 2015)
Joel Bray Education
University of Calgary
BA (Psychology)
2001-2005
Advocis
Chartered Life Underwriter Designation (Corporate Tax & Estate Planning)
Joel Bray Skills
Estate Planning
Cash Management
Financial Planners
Pensions
Retirement Income Strategies
Insurance
Retirement Planning
Financial Planning
Tax
Portfolio Management
Managerial Finance
Critical Illness
Investments
Relationship Management
Business Development
Mortgage Lending
Finance
Group Benefits
Strategy
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Strategic Financial Planning
Risk Management
Asset Management
Financial Goals
New Business Development
Credit
Disability Insurance
Wealth
Cancer
Small Business
Personal Finance
Insurance Planning
Mortgage
Retirement
Employee Benefits
Mortgage Planning
Joel Bray Summary
Joel Bray, based in Calgary, AB, CA, is currently a Investment Counsellor at Cardinal Capital Management, Inc.. Joel Bray brings experience from previous roles at CAGP Alberta South Chapter, Kids Up Front Calgary and IG Wealth Management. Joel Bray holds a 2001 - 2005 BA in Psychology @ University of Calgary. With a robust skill set that includes Estate Planning, Cash Management, Financial Planners, Pensions, Retirement Income Strategies and more. Joel Bray has 2 emails on RocketReach.
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