AeroLeads people directory · profile
Penny Hall, Cfp® Email & Phone Number
Director and Founder
at
Solara Wealth Inc.
1 work email found
@cdspi.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Founder
Location
North Vancouver, British Columbia, Canada
Who is Penny Hall, Cfp®? Overview
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Quick answer
Penny Hall, Cfp® is listed as Director and Founder at Solara Wealth Inc., based in North Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at cdspi.com and a matched LinkedIn profile for Penny Hall, Cfp®.
Penny Hall, Cfp® previously worked as Investment Planning Advisor, BC at Cdspi and Financial Advisor at Blueshore Financial. Penny Hall, Cfp® holds Financial Planning Diploma from British Columbia Institute Of Technology.
Company email context
Email format at Solara Wealth Inc.
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*@cdspi.com
68% confidence
AeroLeads found 1 current-domain work email signal for Penny Hall, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Penny Hall, Cfp®
Penny is a CFP® professional in good standing. She is an articulate financial services professional and natural problem solver with a can-do attitude, providing clients with exceptional personalized advice.Penny’s broad business management and professional experience enables her to understand the issues and needs of her clients. She is extremely positive and is a big believer in creating her own ‘luck’ through hard work and determination!Specialties: Tax, financial planning, retirement, investments, insurance, estate planning & wealth transfer, segregated funds, investment funds, new immigrants, mortgages, loans, banking. Flexible benefits, salary sacrifice, taxation of benefits, private medical insurance, life insurance, dental insurance, critical illness & disability insurance, buy/sell benefits, optional benefits, flexible benefits, payroll & group benefits
Listed skills include Employee Benefits, Strategic Financial Planning, Investments, Management, and 45 others.
Current workplace
Penny Hall, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Solara Wealth Inc.
Website
AeroLeads page
7 roles
Penny Hall, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Planning Advisor, Bc
Financial Advisor
As a Financial Advisor at BlueShore Financial, Penny is committed to delivering outstanding customized financial planning services to her clients in the following areas:- Tax Planning - Retirement Planning - Estate Planning - Financial Management - Asset Management - Risk ManagementMutual Funds Investment Specialist, Credential Asset Management Inc.April 2013 - Present- Mutual Fund Investments
Jun 2012 - Nov 2018
Financial Planning
Sep 2010 - Jun 2012
Account Manager
Carried out reviews and recommendations on employee benefits for 19 clients in 14 countries. Advised clients and their employees on the taxation and legislation of:- dental, health, life, disability and critical illness insurance- pensions and investmentsConducted client meetings with board, senior management and all other levels of employees. Managed the implementation of benefits platform with integration of client's payroll and accounting systems (SAP & ADP) within budget and tight deadlines.
Oct 2007 - May 2009
Business Manager, Partnership Development
Consistently achieved top sales in entire team, gaining recognition from the CEO. Responsible for the sale of legal advice services and insurance contracts to SMEs, established and developed partnership arrangements with insurance brokers, accountants and trade associations for the referral of clients to CCH. Organized seminars and mock tribunals on Employment and Health & Safety law seminars.
Feb 2007 - Aug 2007
Regional Business Development Manager
Established and managed channel relationships. Advised clients on the taxation and legislation of employee benefits. Won and managed employee benefits contracts with blue chip, public sector and SME clients. Clients included Mercer, CIBC, MunichRe, Societe Generale, Marsh, Lloyds of London, Willis and the London Development Agency. Compiled bid and requests for proposal (RFP) documents.
Feb 2005 - Feb 2007
1 education record
Penny Hall, Cfp® education
FAQ
Frequently asked questions about Penny Hall, Cfp®
Quick answers generated from the profile data available on this page.
What company does Penny Hall, Cfp® work for?
Penny Hall, Cfp® works for Solara Wealth Inc..
What is Penny Hall, Cfp®'s role at Solara Wealth Inc.?
Penny Hall, Cfp® is listed as Director and Founder at Solara Wealth Inc..
What is Penny Hall, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cdspi.com for Penny Hall, Cfp® at Solara Wealth Inc..
Where is Penny Hall, Cfp® based?
Penny Hall, Cfp® is based in North Vancouver, British Columbia, Canada while working with Solara Wealth Inc..
What companies has Penny Hall, Cfp® worked for?
Penny Hall, Cfp® has worked for Solara Wealth Inc., Cdspi, Blueshore Financial, Bcit, and Thomsons Online Benefits.
How can I contact Penny Hall, Cfp®?
You can use AeroLeads to view verified contact signals for Penny Hall, Cfp® at Solara Wealth Inc., including work email, phone, and LinkedIn data when available.
What schools did Penny Hall, Cfp® attend?
Penny Hall, Cfp® holds Financial Planning Diploma from British Columbia Institute Of Technology.
What skills is Penny Hall, Cfp® known for?
Penny Hall, Cfp® is listed with skills including Employee Benefits, Strategic Financial Planning, Investments, Management, Finance, Retirement Planning, Customer Service, and Risk Management.
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