Bryan Hall
CFP, CLU
Mutual fund representative 1
Insurance representative
Independent representative
About me
I have been in the financial services industry for nearly six years, and today I work alongside my two business partners, William Henriksen and David McGruer. I hold both my investment and insurance licenses and have earned the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations, reflecting my commitment to professional excellence and providing well-rounded advice.
For the past four years, I have been working closely with David as his succession plan, ensuring continuity and stability for the clients who have trusted our team for many years. This experience has reinforced my belief in long-term relationships and the importance of thoughtful planning for both families and businesses. Family plays a central role in how I live and work, and I am also a natural business connector.
I thrive on solving problems, building relationships and helping people create systems that support their goals and desired direction.
Contact meA complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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October 24, 2025
A rollercoaster of a week -
October 17, 2025
Gold: To the moon? -
October 10, 2025
Canada: Getting the wheels spinning again -
October 3, 2025
Washington is closed for business
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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