Investment Planning Advisor, Bc
Current
Nov 2018 - Present
AeroLeads people directory · profile
Penny Hall, Cfp® Email & Phone Number
Investment Planning Advisor
at
CDSPI
1 work email found
@cdspi.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Planning Advisor
Location
North Vancouver, British Columbia, Canada
Company size
Who is Penny Hall, Cfp®? Overview
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Quick answer
Penny Hall, Cfp® is listed as Investment Planning Advisor at CDSPI, a company with 74 employees, 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 CDSPI
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*@cdspi.com
71% 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.
Cdspi
6 roles
Penny Hall, Cfp® work experience
A career timeline built from the work history available for this profile.
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.
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.
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.
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.
Feb 2005 - Feb 2007
Team & coworkers
Colleagues at CDSPI
Other employees you can reach at cdspi.com. View company contacts for 74 employees →
PM
Paul Mctague
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
ME
Micheline Elmaalouf
Colleague at CdspiToronto, Ontario, Canada, Canada
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CA
C A Labossiere
Colleague at CdspiCanada, Canada
View →
RZ
Ruby Zack
Colleague at CdspiNorth York, Ontario, Canada, Canada
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SD
Shane Dewling, Cfp® , Fma
Colleague at CdspiMarkham, Ontario, Canada, Canada
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ES
Erum Saiyid, Cip
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
AM
Alauddin M&Eo
Colleague at CdspiBangladesh, Bangladesh
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MP
Maureen Peets
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
KM
Kerry Mclorg
Colleague at CdspiCanada, Canada
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DB
Denisse Bauman
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
Paul Mctague
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
ME
Micheline Elmaalouf
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
CA
C A Labossiere
Colleague at CdspiCanada, Canada
View →
RZ
Ruby Zack
Colleague at CdspiNorth York, Ontario, Canada, Canada
View →
SD
Shane Dewling, Cfp® , Fma
Colleague at CdspiMarkham, Ontario, Canada, Canada
View →
ES
Erum Saiyid, Cip
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
AM
Alauddin M&Eo
Colleague at CdspiBangladesh, Bangladesh
View →
MP
Maureen Peets
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
KM
Kerry Mclorg
Colleague at CdspiCanada, Canada
View →
DB
Denisse Bauman
Colleague at CdspiToronto, Ontario, Canada, Canada
View →
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 CDSPI.
What is Penny Hall, Cfp®'s role at CDSPI?
Penny Hall, Cfp® is listed as Investment Planning Advisor at CDSPI.
What is Penny Hall, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cdspi.com for Penny Hall, Cfp® at CDSPI.
Where is Penny Hall, Cfp® based?
Penny Hall, Cfp® is based in North Vancouver, British Columbia, Canada while working with CDSPI.
What companies has Penny Hall, Cfp® worked for?
Penny Hall, Cfp® has worked for Cdspi, Blueshore Financial, Bcit, Thomsons Online Benefits, and Cch Uk, A Wolters Kluwer Business.
Who are Penny Hall, Cfp®'s colleagues at CDSPI?
Penny Hall, Cfp®'s colleagues at CDSPI include Paul Mctague, Micheline Elmaalouf, C A Labossiere, Ruby Zack, and Shane Dewling, Cfp® , Fma.
How can I contact Penny Hall, Cfp®?
You can use AeroLeads to view verified contact signals for Penny Hall, Cfp® at CDSPI, 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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