Not all careers follow a straight line. Some are shaped by setbacks, reinvention and hard-earned perspective.
Greg Hall’s path into wealth management took exactly that route. After beginning his career in finance in the 1980s, Hall switched to running businesses across industries ranging from retail to technology.
It was only later, following a series of running injuries and a lengthy recovery period, that Hall returned to finance. At age 50, he re-qualified as a Chartered Investment Manager and joined RBC Dominion Securities, where he now works as a portfolio manager and investment advisor.
Today, Hall’s goal is simple: helping clients feel confident about their financial trajectory.
“No matter who you are, or where you’re starting from, my job is to bring clarity to your financial world, and build a plan that helps you feel confident about the future,” says Hall.
Hall works with a diverse group of clients, including business owners, families and not-for-profits. His clients are typically in their 40s or above, with his eldest client about to turn 104. They usually have at least $500,000 in investable household assets, although this minimum is open to discussion.
They are not necessarily ultra-wealthy, but they are individuals who have spent years building financial stability and are focused on preserving and growing their wealth.
Hall is intentionally selective. His aim is to build long-term relationships with clients who lack the time or inclination to deal with the demands of active investing.
The testimonials from his clients speak for themselves.
“I sleep well at night … and my assets are growing,” says Jenifer from Toronto. Jenifer is an investment professional herself and a former portfolio manager.
“I have high expectations but little time to manage my own money,” she said. “Greg took over and has been through a few different market cycles, and we are very satisfied.”
Foundational steps
Hall’s background in business is a defining feature of his advisory approach.
Before making any investment decisions, Hall develops a detailed understanding of a client’s financial life. Drawing on his experience building businesses, Hall approaches each client’s finances with a focus on cash flow, risk and long-term decision-making.
He then maps out where clients are today and where they are likely to be in the years ahead.
“Wealth management shouldn’t feel complicated or intimidating,” said Hall. “It should feel like a conversation — one where you feel heard, understood, and supported every step of the way.”
His analysis incorporates estate planning, financial planning, insurance considerations, pre-retirement analysis and factors such as family structure and retirement timing. Tax efficiency is a key consideration, whether considering investments or multigenerational wealth transfers.
These foundational steps are key to building trust.
“Greg has taken the time to learn about me, my life and my family, and his passion for investing is contagious,” says Julie from Toronto.
Hall typically builds clients’ portfolios around actively selected stocks and bonds, particularly in Canadian and U.S. markets. He emphasizes long-term growth and, for certain clients, dividend income.
“Our nest egg is a lot bigger now than when we started,” say Wolf and Cecelia from North Bay, Ont.
He also uses exchange traded funds (ETFs) in specific cases, such as to gain exposure to international and emerging markets.
Hall’s goal is not to chase high-risk returns, but to build a portfolio that delivers over the medium and long term. He wants to ensure clients can retire comfortably, maintain their lifestyles and live without constant anxiety about their financial portfolio.
Monna of Wiarton, Ont., says that investing with Hall has delivered these results.
“I’m recently retired, and with the changing landscape, it is great to have the steady hand and thoughts of Greg to help guide me through the highs and lows of our financial system,” she said.
Nikolette, from Toronto, agrees. “He is the calm voice of reason in unsettling times,” she said.
Global relationships
While based in Toronto, Hall’s client base extends far beyond the Greater Toronto Area.
His clients are based across Canada, as well as in the U.S., Europe, Australia and other regions, reflecting both the reach of his practice and the demand for steady, relationship-driven advice.
“For the past eight years, since 2016, Greg has helped me rationalize my somewhat complicated financial situation,” says Lionel of Melbourne, Australia. “Within a few months, he understood, sorted out and consolidated my position.”
Whether working with clients in Canada or abroad, Hall’s emphasis is on understanding each client’s circumstances, and maintaining an ongoing dialogue with them.
“Greg and his team have made a huge, positive difference for me and my family in this complicated world,” says Raj from Toronto. “Greg is driven, knowledgeable and passionate, and has made navigating the world of finance and investments easy.”
Hall’s enthusiasm for his work and clients — and the results he delivers — speak for themselves.
“He loves what he does,” said Julie from Toronto. “I could not imagine a better person to entrust my family’s future to, and I recommend him at the highest level.”
For Hall’s clients, that passion translates into something simple but powerful: clarity, confidence, and peace of mind.
“He is a highly valuable guy whom I’m delighted to have on my side…” said Andrew, from B.C.
To get in touch with Greg Hall, email greg.hall@rbc.com or call 1-416-974-3106. To learn more about Greg Hall’s approach and clients’ experiences working with him, visit www.greg-hall.ca.
