David Hall, RMC, CPA, CMA, FCSI, CIWM

Portfolio Manager

26 Wellington East, Suite 900
Toronto, ON M5E 1S2

David M. Hall, RMC, CPA, CMA, FCSI, CIWM

Qualifications

David has been in the investment industry for over 35 years. A graduate with a degree in Economics and Commerce from the Royal Military College in Kingston, he is a Certified Management Accountant (CPA, CMA), a Fellow of the Canadian Securities Institute (FCSI), and holds the Certified International Wealth Manager (CIWM) designation. He is a member of the Canadian Society of Technical Analysts (CSTA) and has his Options and Futures licenses. As a Portfolio Manager, David manages registered as well as non-registered accounts, Trusts and Corporate accounts both on a discretionary and individual basis.

Investment Philosophy

David’s approach is based upon an assessment of market trends and investment cycles using a proprietary algorithmic model he developed. The objective is to provide consistent absolute returns with less volatility relative to the overall market benchmarks.

He follows a complete and robust investment approach containing two elements: investment selection and money management. The former – whether fundamentally, quantitatively or technically based – is incomplete without the latter. All too frequently the focus is solely on investment selection. Money management which includes position sizing, exit strategies and the preservation of capital are often ignored. The manager as well as the client must address both these components in order to preserve as well as grow a portfolio.

As an example, over 80% of long term returns comes from actively selecting the proper asset class – either stocks, bonds or cash/short term instruments – rather than selecting any particular investment. The absence of an entry and exit strategy can lead to volatility swings often well beyond the client’s tolerance and can lead to volatility swings often well beyond the client’s tolerance and capital deterioration. It is very important that an investor know and understand his or her risk profile before any capital is committed to the markets. The return of capital is just as important as the return on capital.

 

Personal

David lives in Richmond Hill, Ontario with his wife, Rosemary. They have one daughter. Rosemary started a Public Foundation for the development of community initiatives and is also a Board member with other not-for-profit organizations. David has also been involved in several charities and is a past President and former director of the RMC Club of Canada, Toronto Branch. He has been recognized for his contribution to the Canadian Blood Services as a regular donor. David enjoys golf and hockey. He helps coach the Newmarket Minor Midget AA team, as is also an OMHA referee.

Please Feel free to contact me for more information:

David M. Hall    david.hall@iagto.ca