Mathew Hall, CFA, CFP

Partner & Portfolio Manager
13 Years of Industry Experience

OTTAWA OFFICE

Mathew Hall has over a decade of experience with one of the largest Canadian financial institutions helping private clients with their banking, credit, and investment management strategies.
mat hall
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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Have a question or want to discuss your portfolio? Send Mathew a message and he will respond to you shortly!