Investment Planning Advisor
“Most dentists operate as small business owners, and often buy and sell practices. I enjoy working with dental professionals and appreciate the importance of financial planning in a small business environment.”
Penny Hall is an Investment Planning Advisor and a CFP® professional based in the British Columbia region. Penny has worked in the financial services industry for 15+ years in the United Kingdom and BC. She provides planning expertise in tax, estate, retirement, and wealth management for dental professionals and their families. Penny joined CDSPI Advisory Services Inc. in 2018, providing financial planning strategies that help clients clarify and achieve their goals to grow and protect their personal and business assets.
Perspective on Working with Dentists
Penny passionately believes in building a foundation of trust by learning as much as she can about each client’s professional and personal goals so that she can tailor solutions to meet their specific needs.
Before joining CDSPI, Penny worked for a boutique financial services company providing an elevated level of service to an exclusive clientele. She has advised many high-net-worth executives, professionals and business owners and continues to provide this degree of preferential attention to her clients at CDSPI.
1.800.561.9401 x 6858
- CERTIFIED FINANCIAL PLANNER® professional
- British Columbia
Penny is married with two young daughters. She moved to British Columbia for the lifestyle and she and her family are taking full advantage of everything the region has to offer, from hiking and skiing, to concerts, theatre and its many fine restaurant.