Scott Hall, FICB, CIM, FCSI, CFP
Senior Wealth Advisor, 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.
Did you know that our team is involved in both CIBC's Miracle Day and Run for the Cure? Learn more about our community involvement.Learn more