Margaret Purvis, CFP®, FCSI, CIM®, FMA
Wealth Advisor
Portfolio Manager
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.
Derek Hall, CFP®, FCSI, CIM, FMA
Portfolio Manager
Wealth Advisor
Derek is a graduate of the University of Calgary and has had a successful career in the financial services industry spanning over 25 years. For the last eighteen years, Derek has worked primarily with physicians and their families. Derek is a Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI). He also holds the designation of Canadian Investment Manager (CIM and Financial Management Advisor (FMA). He is dedicated to understanding his clients' needs and is passionate about building a long-term relationship that is founded on trust.
Roxanne Noe
Associate Investment Advisor
Over two decades ago, Roxanne started her career in financial services and discovered her true passion for working with people to add value to their financial future. Starting in product and performance, moving through compliance and legal and participating in an IPO, Roxanne transferred from Ontario to Alberta in 2006 where she started working directly with clients in a support role, then becoming a Financial Advisor dealing primarily with medical students, residents and physicians transitioning into practice for the next ten years. Joining Hall Purvis Advisory Group, she looks forward to continuing her mission of adding value by supporting our clients, and our team, as we continue to attract working professionals who need our financial planning expertise and sound investment management. In her spare time, Roxanne enjoys spending time with her granddaughter, fishing, and gardening.
Josie Sta Ana
Administrative Assistant
With over 16 years of experience in the financial industry, Josie is a seasoned professional well-versed in the daily operational and administrative functions of the business. Before joining CIBC Wood Gundy Private Wealth, Josie held management and sales positions in various departments of CIBC, including retail banking, Imperial service, and Small Business. While Josie has undertaken many roles throughout her career, her true passion lies in simplifying the lives of the families she works with, enabling them to fully enjoy the wealth they have created. She oversees concierge services and client communication, trading, and administrative support to our valued clients. Beyond her professional commitments, Josie derives pleasure from exploring new destinations through travel and cherishing precious moments with her loved ones, family and friends.
Juntima Scherr
Administrative Assistant
Juntima joined Hall Purvis Advisory Group in January 2022, after a year of working at CIBC Wood Gundy. She previously worked in customer service in companies the oil and gas industry in Calgary. Juntima provides administrative support for the team and for our clients. In her free time, Juntima enjoys hiking, volunteering and spending time with her family and friends.
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.
Derek Hall, CFP®, FCSI, CIM, FMA
Derek is a graduate of the University of Calgary and has had a successful career in the financial services industry spanning over 25 years. For the last eighteen years, Derek has worked primarily with physicians and their families. Derek is a Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI). He also holds the designation of Canadian Investment Manager (CIM and Financial Management Advisor (FMA). He is dedicated to understanding his clients' needs and is passionate about building a long-term relationship that is founded on trust.
Roxanne Noe
Over two decades ago, Roxanne started her career in financial services and discovered her true passion for working with people to add value to their financial future. Starting in product and performance, moving through compliance and legal and participating in an IPO, Roxanne transferred from Ontario to Alberta in 2006 where she started working directly with clients in a support role, then becoming a Financial Advisor dealing primarily with medical students, residents and physicians transitioning into practice for the next ten years. Joining Hall Purvis Advisory Group, she looks forward to continuing her mission of adding value by supporting our clients, and our team, as we continue to attract working professionals who need our financial planning expertise and sound investment management. In her spare time, Roxanne enjoys spending time with her granddaughter, fishing, and gardening.