Brian Hall

Waypoint Financial Group Inc.

I would like to take a moment to introduce myself. My name is Brian Hall. I am a Certified Financial Planner and a Chartered Financial Consultant. I also hold a CLU and RHU which are life and disability insurance designations.

As president of Waypoint Financial Group Inc. I am pleased to welcome you to our new website. Our recent growth prompted us to change our name to better reflect the scope of our practice. A "waypoint" is an interim destination or short term goal on the path to a final destination. We see ourselves helping clients to define their own "waypoints" on the road to their ultimate financial success.

In my 26 years in practice I have served a wide variety of clients all over Southwestern Ontario while focusing on my continuing education to upgrade and maintain my knowledge of financial planning issues. I have a Level 2 Insurance license as well as a Mutual Fund license.

Investment Planning:

Often the challenge is to provide an adequate level of retirement income.

Insurance Planning:

Identifying and protecting against the risk of disability, critical illness and premature death.

Tax Planning:

Arranging one's affairs to take advantage of legitimate strategies to minimize the tax burden.

Estate Planning:

Providing an orderly and efficient transfer of wealth to the next generation.

I have a strong support team including my new associate, Jarett Kobe and my assistants, Angela Beierling, Rob Dionne, Sandra Dwyer, Shawna O'Neill and Irene Hall. They are available to assist in providing solutions to many client inquiries. I would be happy to meet with you on a no obligation basis, to discuss your situation in more detail and to see how I can be of assistance as you strive toward your goals. Please give me a call to book an appointment. My toll free number is 1-877-238-8892.

I look forward to meeting with you in person.
At your service,

Website disclaimer
The information contained herein is for Canadian residents only and does not constitute an offer to sell or solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where Brian Hall is not qualified to effect sales

Segregated Funds Disclaimer
Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase in value according to fluctuations in the market value of the assets in the segregated fund.

Mutual Fund disclaimer
Investment funds can only be sold by prospectus. Please obtain a copy from the Mutual Fund Company or from Brian Hall and read it carefully before investing. The unit value and investment returns will fluctuate.
Mutual Funds are provided by Sterling Mutuals Inc. Head Office 880 Ouellette Ave., Suite 102 Windsor Ont. N9A 1C7. Other financial services provided under a separate insurance licence supervised by the Financial Service Commission of Ontario.

A Certified Financial Planner is dedicated to a high level of professionalism in providing financial planning advice, they have agreed to adhere to high standards of competence and ethical practice as set out by the Financial Planner's Standards Council (FPSC).

A Chartered Financial Consultant (CH.F.C.) is a financial planner with advanced knowledge in wealth accumulation and retirement planning.

A Chartered Life Underwriter (CLU) is a financial planner with advanced knowledge in life and health insurance and employee benefits.

A Registered Health Underwriter is a financial planner with advanced knowledge in disability income, employee benefits, and the advanced application of health insurance.