Scott Hall, FICB, CIM, FCSI
Senior Wealth Advisor
Senior Portfolio Manager
Scott is a dedicated Investment Advisor specializing in comprehensive financial planning and investment management. Scott earned his Bachelor of Arts (Honours) degree in Economics from Queen's University in 1984, and holds the Canadian Securities Institute's highest honour - the prestigious Fellow of the Canadian Securities Institute (FCSI) designation. In addition, he holds the Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF) and Certified Divorce Financial Analyst (CDFA) designations.
Born and raised in Vancouver, he began his professional career in 1984 when he joined the Treasury Department of a leading Canadian financial institution. After two successful years working in Vancouver as a Corporate Service Officer, Scott was transferred to Toronto where he spent five years as a professional currency, money market and precious metals trader. After a brief return to Vancouver, Scott moved to Hong Kong (1992) and later Singapore (1996) where he spent a combined seven years as Senior Manager, Institutional Fixed Income Sales. In 2002, Scott returned to Vancouver to pursue his goal of establishing his own advisory practice.
Trust, honesty and hard work are values that Scott displays, both in his professional and personal life. He is proud of the professional relationships he maintains built on his reputation for providing superior, timely advice. Scott and his group are committed to helping clients achieve their financial goals through the development of structured, goal-driven investment portfolios and customized financial plans.
Jordan Craig, CFA, B.Comm.
Senior Portfolio Manager
Senior Wealth Advisor
Jordan brings over fifteen years of investment management experience. He is a CFA charter holder along with being a finance graduate of the Sauder School of Business at the University of British Columbia. Jordan fulfills a key role in client portfolio management by identifying and implementing suitable investment strategies, executing on portfolio construction, and providing both broad-market and company specific analysis. As asset allocation is at the core of what the Hall Craig Group believes contributes to long-term investment success for clients, Jordan ensures that all client assets are consistent with the stated objectives of their Investment Policy Statement.
Orlee Moscovitz
Financial Associate
With over 25 years of experience in the financial industry, working for CIBC Wood Gundy and predecessor firms for the last 20 years, Orlee works closely with clients to meet all their service and administrative needs. Orlee has completed all the requisite Canadian Securities courses as well as the Personal Financial Planning course. Orlee takes great pride in her customer service and has a vast knowledge of products. When she is not at work, she is a busy mom to two girls, ages 16 and 18, they enjoy spending quality time together, skiing, cycling and all love travelling.
Scott Hall, FICB, CIM, FCSI
Scott is a dedicated Investment Advisor specializing in comprehensive financial planning and investment management. Scott earned his Bachelor of Arts (Honours) degree in Economics from Queen's University in 1984, and holds the Canadian Securities Institute's highest honour - the prestigious Fellow of the Canadian Securities Institute (FCSI) designation. In addition, he holds the Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF) and Certified Divorce Financial Analyst (CDFA) designations.
Born and raised in Vancouver, he began his professional career in 1984 when he joined the Treasury Department of a leading Canadian financial institution. After two successful years working in Vancouver as a Corporate Service Officer, Scott was transferred to Toronto where he spent five years as a professional currency, money market and precious metals trader. After a brief return to Vancouver, Scott moved to Hong Kong (1992) and later Singapore (1996) where he spent a combined seven years as Senior Manager, Institutional Fixed Income Sales. In 2002, Scott returned to Vancouver to pursue his goal of establishing his own advisory practice.
Trust, honesty and hard work are values that Scott displays, both in his professional and personal life. He is proud of the professional relationships he maintains built on his reputation for providing superior, timely advice. Scott and his group are committed to helping clients achieve their financial goals through the development of structured, goal-driven investment portfolios and customized financial plans.
Jordan Craig, CFA, B.Comm.
Jordan brings over fifteen years of investment management experience. He is a CFA charter holder along with being a finance graduate of the Sauder School of Business at the University of British Columbia. Jordan fulfills a key role in client portfolio management by identifying and implementing suitable investment strategies, executing on portfolio construction, and providing both broad-market and company specific analysis. As asset allocation is at the core of what the Hall Craig Group believes contributes to long-term investment success for clients, Jordan ensures that all client assets are consistent with the stated objectives of their Investment Policy Statement.
Orlee Moscovitz
With over 25 years of experience in the financial industry, working for CIBC Wood Gundy and predecessor firms for the last 20 years, Orlee works closely with clients to meet all their service and administrative needs. Orlee has completed all the requisite Canadian Securities courses as well as the Personal Financial Planning course. Orlee takes great pride in her customer service and has a vast knowledge of products. When she is not at work, she is a busy mom to two girls, ages 16 and 18, they enjoy spending quality time together, skiing, cycling and all love travelling.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jeremy Ma, CFP, CFA, FMA
Wealth strategist
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.
Lee Berti, BA
Senior Trust and Estate Consultant
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.
Jeremy Ma, CFP, CFA, FMA
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.
Lee Berti, BA
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.