Joelle Hall Cpa

Joelle Hall has a diverse work experience in the financial industry. ✭ Joelle is currently working at Richardson Wealth as a Portfolio Manager and Investment Advisor for Hall O'Brien Wealth Counsel. Prior to this, they held various roles at the same company, including Director of Wealth Management and Portfolio Manager. Joelle's responsibilities include working with clients to uncover their financial goals, developing financial strategies, and providing investment advice. Before joining Richardson Wealth, they worked as an Investment Advisor at RBC Dominion Securities. Joelle also has a strong background in accounting, having worked at KPMG in Canada as a Partner and Senior Manager. ✭ Joelle holds several professional designations, including CPA, CA, MBA, CIM®, and FEA.

Joelle Hall obtained their Bachelor of Arts in Economics from McGill University, where they attended from 1991 to 1995. Following that, they pursued an MBA in Professional Accounting at the University of Toronto - Rotman School of Management, which they completed from 1996 to 1998. Additionally, Joelle has acquired certifications such as Chartered Investment Manager (CIM®) from the Canadian Securities Institute (CSI) in 2018, as well as being a Chartered Accountant (CA) and a Chartered Professional Accountant (CPA) from the Chartered Professional Accountants of Ontario (CPA Ontario). ✭ Joelle has also gained an FPSC Level 1® Certificant designation from the Financial Planning Standards Council (FPSC), is IIROC Licensed by the Investment Industry Regulatory Organization of Canada, and has completed the Wealth Management Essentials program from the Canadian Securities Institute (CSI).