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Spencer Clarke

Portfolio Manager

  • CFA®
  • CIM®

Working together to help you achieve what truly matters to you

As a Portfolio Manager with over 13 years of experience within TD Bank Group, Spencer is focused on providing comprehensive wealth management solutions to affluent individuals, businesses, trusts and charitable organizations.

With the support of his talented colleagues, Spencer endeavors to create tailored wealth strategies in a disciplined and conscientious manner while building multi-generational relationships based on honesty, trust and superior client service.

The wealth strategies that Spencer develops with his clients focus on four key wealth pillars;

- Building Net Worth
- Implementing Tax Efficient Strategies
- Protecting What Matters
- Leaving a Legacy

In addition to holding a Bachelor of Arts Degree in Economics, Spencer holds the Chartered Investment Manager (CIM®) designation and is a CFA Charterholder, the highest distinction in the investment management profession.

ADDITIONAL CONTACT

Toll Free: 1(800) 695-5727
Fax: (705) 727-9862
Branch Office: (705) 727-4868

EDUCATION

CIM® , B.A. Economics, CFA®

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

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