Ray Joseph, Vice President

Ray is focused on providing portfolio management services to high net worth individuals, professional corporations and foundations. He has over 19 years of experience within the financial services industry. Ray has spent the last 12 years with MD Management, most recently as a Senior Financial Consultant responsible for providing advice to physicians and their families on all aspects of investing and financial planning. Ray has an academic background in both economics and business administration and also holds the Certified Financial Planning (CFP) designation.

The combination of Ray’s educational background, industry experience and the breadth of product offered by CC&L Private Capital positions him well to serve the needs of affluent investors in the areas of investment management, tax and estate planning and other high net worth strategies.

Contact Ray at 613.218.8826 or rjoseph@cclgroup.com.