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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Hall Craig Group

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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

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Scott Hall

Scott Hall, FICB, CIM, FCSI, CFP

Senior Wealth Advisor
Portfolio Manager

Tel:

(604) 806-5545

Email:

scott.hall​@cibc.com

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

Jordan Craig, CFA, B.Comm.

Portfolio Manager
Investment Advisor

Tel:

(604) 806-5547

Email:

jordan.craig​@cibc.com

Jordan brings over thirteen years of experience to the Hall Craig Group since joining as a partner in 2006. 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

Orlee Moscovitz

Financial Associate

Tel:

(604) 661-2315

Email:

orlee.moscovitz​@cibc.ca

With over 20 years of experience in the financial industry, working for CIBC Wood Gundy and predecessor firms for the last 12 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 10 and 12, they enjoy spending quality time together, skiing, cycling and all love travelling.

Scott Hall

Scott Hall, FICB, CIM, FCSI, CFP

Senior Wealth Advisor

Portfolio Manager

Tel:

(604) 806-5545

Email:

scott.hall​@cibc.com

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

Jordan Craig, CFA, B.Comm.

Portfolio Manager

Investment Advisor

Tel:

(604) 806-5547

Email:

jordan.craig​@cibc.com

Jordan brings over thirteen years of experience to the Hall Craig Group since joining as a partner in 2006. 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

Orlee Moscovitz

Financial Associate

Tel:

(604) 661-2315

Email:

orlee.moscovitz​@cibc.ca

With over 20 years of experience in the financial industry, working for CIBC Wood Gundy and predecessor firms for the last 12 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 10 and 12, they enjoy spending quality time together, skiing, cycling and all love travelling.

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OUR PARTNERS

We partner with CIBC experts to help address all of your wealth needs.

Jeremy Ma

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

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

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

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.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.