40+ years in the financial planning industry. Experienced Insurance Consultant with a demonstrated history of helping clients with estate planning and building long-term wealth without risk. Has achieved his CLU (Chartered Life Underwriter) which provides clients a high level of financial planning expertise.
Martin Hall Investments & Insurance Services Ltd
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Insurance AdvisorMartin Hall Investments & Insurance Services Ltd Feb 1980 - PresentVictoria, Bc CanadaBroker- Life, Disability, Critical Illness, Group benefits insurance and Guaranteed Investment Funds
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Mutual Fund RepresentativeFundex Investments Inc. Jun 2002 - Dec 2013Victoria, Bc Canada -
Mutual Fund AdvisorForesight Capital Apr 1995 - May 2002Victoria, Bc -
Mutual Fund AdvisorAsset Accumulation Inc Apr 1993 - Jan 1995Victoria, Bc
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Financial PlannerPacific Coast Savings Credit Union Jan 1990 - Mar 1993Victoria, BcProvided Financial Planning to Tillicum Branch, Esquimalt Branch and Brentwood Branch. Mutual Fund Licensed December 1992.
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Life Insurance BrokerEquinox Financial Advisors, Inc. May 1988 - Feb 1990Victoria, Bc -
Insurance AgentNational Life Of Canada Feb 1980 - Jan 1988Victoria, BcLife Underwriter sold 100 cases a year for the first 5 years.
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Sales TrainerNational Life May 1985 - May 1986Victoria, BcTrained new life insurance agents
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Sales SupervisorNational Life Feb 1983 - Feb 1984Victoria, BcRecruiting insurance agents for National Life
Martin Hall Clu Education Details
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Clu InstituteChartered Life Underwriter -
Ifse InstituteExempt Market Products Course (Emp)
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Csi Global Education IncConduct And Practises Handbook Course
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The Canadian Institute Of Financial PlanningWealth Accumulation- Course 2 Certified Financial Planner
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The Canadian Institute Of Financial PlanningPersonal Financial Planning Course
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Life Underwriters Association Of CanadaLife Underwriters Association Of Canada Training Course
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Marketing
Frequently Asked Questions about Martin Hall Clu
What company does Martin Hall Clu work for?
Martin Hall Clu works for Martin Hall Investments & Insurance Services Ltd
What is Martin Hall Clu's role at the current company?
Martin Hall Clu's current role is Insurance advisor.
What schools did Martin Hall Clu attend?
Martin Hall Clu attended Clu Institute, Ifse Institute, Csi Global Education Inc, The Canadian Institute Of Financial Planning, The Canadian Institute Of Financial Planning, Life Underwriters Association Of Canada, Camosun College.
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