Portfolio Manager
CFA®
CIM®
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 as well is a Chartered Financial Analyst (CFA) charterholder, which is the highest distinction in the investment management profession.
CIM®
B.A. Economics
CFA®
Associate Portfolio Manager
B.Comm.
CIM®
As an Associate Portfolio Manager, I understand the unique needs of High Net Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
English
Hebrew
Client Service Associate
Client Service Associate
