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Spencer Clarke

Portfolio Manager

  • CFA®
  • CIM®

Working together to help you achieve what truly matters to you

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.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?