As a Portfolio Strategist, Joel works with Investment Planning Counsel's (IPC) Advisors to help them create portfolio solutions for their clients.
Joel has over 10 years of experience in the investment industry. Prior to assuming his role as a Portfolio Strategist, he supported Advisors in a sales and coaching role as a Regional Manager, and as a Portfolio Analyst. Joel was also an Investment Advisor, where he worked directly with clients.
Joel holds the Chartered Investment Manager (CIM®) designation and has completed numerous other industry courses.