Stephen J. Hall, CPA, CMA, CFP®
Senior Investment Advisor
iA Private WealthTM
Stephen’s forty-year career in Financial management is guided by the premise that “Success Depends upon Preparation”.
Upon receiving an Honours degree (HBA) from the Ivey School of Business at Western University, Stephen articled with KMPG Chartered Accountants, receiving CPA and CMA designations. After ten years as Director of Financial Planning for Atomic Energy of Canada, Stephen entered the Financial Advisory business, obtaining his Certified Financial Planner (CFP) designation.
In an increasingly complex and uncertain world, Stephen feels the role of an Investment Advisor is to help individuals, families, and business owners plan their financial affairs while respecting their values and monetary goals. To Stephen, Wealth Management is a process, not an event.