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.
