The professional selected for this annual award shall exemplify the highest professional standards and will have made a contribution in one or more of the following three areas:
Joel is Vice President and an Estate Planning Specialist with RBC’s insurance division, RBC Wealth Management Financial Services. A lawyer by training, Joel is a well recognized expert in the field of tax and life insurance. Joel’s areas of expertise include insurance planning, personal and corporate tax planning, estate planning and philanthropic planning. In his role as an Estate Planning Specialist he is also able to help his clients engage in creative philanthropy enabling his clients to maximize the support they offer the charitable causes important to them.
Joel has been an active member of the Jewish community for nearly four decades, since he was in high school in Halifax. Growing up in a smaller Jewish centre instilled in him a deep commitment to community. He is a long time member and past-chair of the Professional Advisory Committee (PAC) of the Jewish Foundation, speaking frequently at PAC events and sitting on various PAC sub-committees.
In the broader community, Joel is a former member of the Board of the Toronto Zoo Foundation and the Toronto Hospital Foundation and former Chair of the Toronto Estate Planning Council. Joel is a former Board member of a number of Jewish organizations in Toronto and is currently a member of the Foundation Trustees of the Jewish Foundation.
Joel has three children – Ari, Noa and Maytal.