Rudy Spurr, BACS, CIM

 

I have been helping Canadian families, businesses and charitable organizations over the last 13+ years through sound wealth management advice. My team approach with my clients is genuine, straightforward and thorough.

I am a holder of the Chartered Investment Manager (CIM) designation in Canada. I have always had a passion for investing as well as an active interest in achieving higher education in the subject of investment management. I am currently pursuing a Masters Degree in Investment Management and Financial Analysis through Heider Business School at Creighton University.

I have also completed several financial planning courses focused on identifying and addressing concerns of cash flow, taxation and succession planning through the Canadian Securities Institute. I graduated from the University of Western Ontario with a Bachelor of Administrative and Commercial Studies with a focus in Finance.

I am a proud husband and father of two very active boys.

My Process:

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