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.

Mathew Hall - CFA Ottawa, CFP Ottawa, Investment Advice

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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Exponent Investment Management