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Portfolio Manager
Working together to help you achieve what truly matters to you
33 Collier St. East 3rd Floor Barrie, ON L4M 1G5Map
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.
Toll Free: 1(800) 695-5727
Fax: (705) 727-9862
Branch Office: (705) 727-4868
CIM® , B.A. Economics, CFA®
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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