Hal G. Spelliscy - Oram Spelliscy Family Wealth Management - Kelowna, British Columbia

Portfolio Manager
hal.spelliscy@raymondjames.ca

Hal is a founding partner of Oram Spelliscy Wealth Management with over 30 years of experience assisting professionals, business owners, retirees and charitable entities reach their financial goals. Hal’s focus is helping clients assemble, protect and grow the financial resources needed to take great care of themselves, the people and causes most important to them.

While the goals of Hal’s clients are unique to each, all face the need to navigate financial markets successfully. Responding actively as markets rise or fall is critical but the time and energy to do so can be scarce. As a Portfolio Manager, Hal bears such daily duties so clients are free to focus on long term results instead of short term trades or transactions.

In 1992, Hal earned an Economics Degree from the University of Victoria and has since completed several industry programs in financial planning, estate planning, investments and technical market analysis. Joining Raymond James in 2008 enabled Hal not only to ally with an excellent firm but complete the steps to become a licensed Portfolio Manager and provide clients with fully managed investment solutions.

When not watching markets, Hal can be found playing hockey, traveling, building things out of wood, exploring the outdoors with his four-legged trail partner Loki or making large dinners when son Braeden or daughter Cara visits.

Guided by the credo “leave things better than you found them”, Hal and his family have raised over $350,000 for those living with Amyotrophic Lateral Sclerosis (“ALS”) in honour of a cherished family member. In 2012, this affinity led Hal to complete the “Iron Ride for ALS”: a marathon motorcycle ride across Canada in 89 hours and 10 minutes that raised $37,000 for research into a cure.

Hal is a lector at St. Charles Garnier parish, sat on the Investment Advisory Committee for the Roman Catholic Diocese of Nelson and chaired the “The Bishop’s Task Force for St. Joseph’s” which effected the $4.8 million rebuild of one of Kelowna’s first elementary schools.

Appreciating your worth…

FELLOW OF THE CANADIAN SECURITIES INSTITUTE FCSI™

Representing individual integrity and unrivaled professionalism, the designation of Fellow of the Canadian Securities Institute (FCSI)™ is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.

Chartered Investment Manager (CIM^®) Designation

The Chartered Investment Manager (CIM^®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.

Hal G. Spelliscy, CIM ®, FCSI®