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.

Investors Group Securities Inc.Joel Bray and Associate Private Wealth ManagementSince starting in 2006, Joel has quickly risen to become a highly respected Financial Consultant and leader in his field. Joel’s combination of experience, knowledge and relationship driven attitude distinguish him in the industry and have earned him Financial Planner of the Year honours for Calgary Centre and Investors Group President’s Elite qualification . Joel credits his success to building strong and lasting relationships. A Dale Carnegie graduate and member of The Canadian Association of Gift Planners; Joel enjoys coaching, mentoring and strives for continual personal growth. He educates clients to be accountable and adaptable while helping them build a financial future in which they can enjoy life, protect their wealth and transition their surplus assets to children, charities and other beneficiaries. Joel and his wife, Jamie, have two children, Willa and Jude. Together they love traveling to explore new cultures and traditions. In his spare time, Joel gives back to his community through his involvement with The Canadian Cancer Society, Kids Up Front Calgary and The Alzheimer’s Society of Calgary.

Investors Group Securities Inc.Joel Bray and Associate Private Wealth ManagementI work with people to protect and grow their net worth by minimizing their taxes, managing their risk and establishing a written financial plan. I also work with business owners to implement tax efficient strategies and increase their bottom line.