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.

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) and Certified Financial Planner (CFP).

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.

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.