THE TEAM
Our team
JOEL BRAY, CFP®
Principal
Investors Group Securities Inc, I.G. Insurance Services Inc.
CFP, CLU

Since 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[1] honours for Calgary Centre and Investors Group President’s Elite qualification[2].

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 and 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 2 childern Willa and Jude. Together they love travelling 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.

[1] Investors Group Calgary Centre Region Award 2011, 2012, 2013, 2015

[2] Top 1% of Investors Group Consultants based on new business (2014)

Our team has access to specialists who can provide additional insight and strategies for your financial plan.
Kelly Balaberda
Securities Planning Specialist
Investors Group Securities Inc. (Member – Canadian Investor Protection Fund)

Kelly joined Investors Group Securities Inc. in 2008.  He provides securities advice to clients in Alberta and Saskatchewan.

Prior to joining Investors Group, Kelly was as Pharmacist since 1996, while also participating in a successful Investment Club for several years where he built the foundation for sound investment planning strategies.

Kelly completed his Bachelor of Pharmaceutical Sciences in 1996 from the University of Saskatchewan.  Since then, he has also obtained the Chartered Investment Manager designation through the Canadian Securities Institute.

Specialist
Specialist
Specialist
Awards & recognition

We’re pleased to have been recognized with the following awards:

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In the community

We believe in supporting the communities where we live and work. Here are just a few things we care about.

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