Mathew Hall

16 Years of industry experience

Mathew Hall, CFA, CFP

Partner & Portfolio Manager

Mr. Hall has over 10 years of experience with one of the largest Canadian financial institutions helping private clients with their banking, credit and investment management strategies. Mathew Hall obtained his Chartered Financial Analyst (CFA) Charter and the Certified Financial Planner (CFP) designation. He is a member of the CFA Institute and the CFA Ottawa Society.  Mr. Hall provides customized, in depth investment advice, insurance strategies and financial planning for clients and their families.  Areas of expertise include planning for business owners, individuals with disabilities, ex-pats, inter-generational wealth transfers, retirees and those approaching retirement, and charitable bequests. 

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