Margaret Purvis, CFP®, FCSI, CIM®, FMA
A graduate of the University of Lethbridge, with a Bachelor of Management degree focused on both Finance and International Management, Margaret has worked in the financial services industry since 2002. For over 14 years, she worked exclusively with physicians and their families at another wealth management firm. In March 2016, Margaret joined CIBC Wood Gundy and has worked hard alongside her partner and spouse, Derek Hall, to create an enhanced service offering to support professionals and business owners in all of their financial planning, investment management and insurance needs. Margaret a Fellow of the Canadian Securities Institute (FCSI) and holds the following designations: Certified Financial Planner (CFP), Chartered Investment Manager (CIM®), Financial Management Advisor (FMA). Margaret is a firm believer in putting the needs of her clients first and ensuring each client has a financial plan and portfolio strategy that best meets their personal objectives. She is an active contributor to the local community, enjoys time with her family and volunteering.
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