Joel Bray Email
Investment Counsellor @ Cardinal Capital Management, Inc.
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Joel Bray Location
- Calgary, AB, CA
Joel Bray Work
- 2020 -now Investment Counsellor @
- 2012 -now Board Member - Strategic Planning and Fund Development @
- 2022 -now Treasurer @
- 2015 -2020 Principal @
- 2006 -2020 Executive Financial Consultant @
- 2012 -2015 Board Member - League Liaison @ Calgary Curling Club
Joel Bray Education
- University of Calgary
BA, Psychology (Psychology)
2001-2005 - Advocis
Chartered Life Underwriter Designation, Corporate Tax & Estate Planning (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 Kids Up Front Calgary, CAGP Alberta South Chapter and IG Wealth Management. Joel Bray holds a 2001 - 2005 BA, Psychology 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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