Penny Hall, CFP®, Investment Planning Advisor, British Columbia Region, CDSPI Advisory Services Inc.
Penny Hall joined CDSPI Advisory Services Inc. in 2018 as an Investment Planning Advisor based in British Columbia, having worked in the financial services industry for over ten years in the United Kingdom and BC. Penny is well-versed in delivering financial planning strategies that help clients clarify and achieve their goals to grow and protect their personal and business assets.
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. Penny has also helped buy, sell and operate several businesses for family members, so she understands the importance of financial planning in a small business environment.
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.
Outside of work
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 restaurants.