Jeremy Hall, CFP®, CIM
Jeremy began his career in the financial services industry in 1998. Holding numerous industry accreditations including the Chartered Investment Manager and Certified Financial Planner designation, his tenured team brings a deep understanding of financial markets and customer focus. Located in the heart of Cobourg, our investment philosophy is rooted in transparency, integrity, and trust.
Our team works very closely with families, professionals and business owners dealing with complex financial issues ranging from Investment Management to Wills and Estate Planning.
In his spare time, Jeremy and his family enjoy hiking, windsurfing and kiteboarding. Outside of the family, he is an avid fly fisherman, beekeeper and agriculturist.