With over 10 years of financial services and investment experience, Spencer is focused on providing comprehensive and holistic wealth management solutions to affluent individuals, businesses, trusts and charitable organizations.
Spencer has achieved the highest distinction in the investment management profession - the Chartered Financial Analyst (CFA) designation. Spencer also holds the Chartered Investment Manager (CIM) designation and has a Bachelor of Arts Degree in Economics from Nipissing University.
Spencer has access to a diverse team of professionals consisting of specialists in tax and estate planning, retirement planning and business succession planning. With the support of his talented colleagues, Spencer endeavors to create tailored investment strategies in a disciplined and conscientious manner while building multi-generational relationships based on honesty, trust and superior client service.
Spencer takes the time to understand what's important to you, uncover your plans for the future and develop your personal wealth strategy so that you can achieve your goals while focusing your energy on other pursuits.