At Hallam & Associates, our business is all about the hopes, dreams, and aspirations of Canadians living in Nelson and beyond. We believe managing your wealth means more than managing your investments. It’s about improving your life with knowledgeable advice, strategic direction, and sound financial solutions so you can live with financial confidence and clarity. We focus on a deep discovery to include all aspects of your financial life, resulting in a plan tailored specifically to your vision for the future. Although our strategies can be complex, the way we explain them is not. Our goal is to deliver exceptional client experiences with exceptional client outcomes.

What do we do?

We are CERTIFIED FINANCIAL PLANNER® professionals who manage and protect clients' wealth.

Why does it matter?

It's crucial to properly set up your investment and tax strategies so you can maximize the returns from your hard work.

Who should care?

People who want to create wealth and security and want some support in getting there without the stress of doing it themselves.

We're committed to increasing financial confidence in the Kootenays by leveraging our team, expertise, and resources because we believe it will help create stronger communities and a better future for all.

Meet Our Team