Wondering what potential donors are discussing with their planners in Alberta? Join our panel of Philanthropic planners to hear their thoughts.
We're pleased to introduce our panelists:
- Joel Bray, CFP, CLU, MFA-P - With Cardinal Capital Management in Calgary, Joel has become a leader in his field since embarking on this career in 2006. A long-standing member of CAGP, Joel has a passion for charitable giving and encourages his clients to include philanthropic giving in thier financial planning. Joel was a panelist on this same topic at the national webinar in September and we're excited to hear more from him of his experince in Alberta.
- Derek Schaefer, RRC, BBA, B.Comm - You'll find Derek in Spruce Grove working with Nortner Asset Management while driving his passion for philanthropy through his clients and network. Derek started his financial planning career working with major banking and insurance institutions. This experience helped narrow his focus on the technical aspects while growing a true passion for meaningful, impactful advice that helps better the lives of the families and business professionals he serves.
- Sonia Egey-Samu, PFP, CIM, CEA, FCSI - A familiar face to many of us, we're excited to welcome back Sonia Egey-Samu from Clarity Wealth Council, past chair of the AB North CAGP Chapter. Sonia's company has been awarded Top Wealth Advisor Team in St. Albert for the past three consecutive years and she was recently elected as VP Philanthropy for the UCP's Board of Directors.
