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Our team prides itself on ensuring our clients remain up to date and well informed through regular review meetings, market updates, and newsletters. It is this dedication to consistent communication that sets us apart and enables us to provide the highest level of service possible.
Senior Portfolio Manager
As Senior Portfolio Manager at Glenn Private Wealth Management, Spencer leverages nearly two decades of industry experience to provide his clients with carefully considered wealth and investment strategies tailored to their unique needs. He believes that strong communication and continual engagement are essential to building a successful client-advisor relationship, and he takes the time to fully understand his clients’ goals and objectives. Spencer’s standard of care, coupled with his understanding of the markets and research-driven process, have helped him gain a reputation as a trusted advisor.
Spencer holds an MBA from the S.C. Johnson School of Management at Cornell University and a Bachelor of Commerce in finance from the University of Calgary. He is a Chartered Investment Manager (CIM) and is well versed in all aspects of wealth management, including portfolio management, risk management, and financial planning. Spencer additionally has extensive experience in investment banking, having worked on a variety of equity and debt issues and advised on numerous mergers and acquisitions in the Canadian capital markets.
A native Calgarian, Spencer enjoys hiking and camping in the mountains, and travelling with his wife and their four children. Spencer is an active community leader outside the office, volunteering for school and church initiatives, and fundraising for the Calgary Food Bank and KidSport Canada.
Associate Investment Advisor
Leaning into an affinity for client service and a consistent growth mindset, Gillian works as an Associate Investment Advisor for Glenn Private Wealth Management. As the first point of contact for many of our clients, she is responsible for overseeing account management and documentation, assisting with portfolio management and trading, and helping our clients have a full understanding of their financial situation through the creation and implementation of financial plans. In all that she does, Gillian leverages the skills and knowledge she developed in her previous roles in operations and technology at RBC Dominion Securities.
Gillian is a professional musician, having received a Bachelor of Music in flute performance from the University of Victoria. She holds both her Certified Financial Planner (CFP) and her Chartered Investment Manager (CIM) designations.
In her free time, Gillian finds joy in being active through running, strength training, and spin classes, and also enjoys spending time with her family and her West Highland white terrier, Poppy. She teaches flute lessons on the weekends and performs regularly with the Calgary Wind Symphony and other groups across the city.
Financial Planner
With over 10 years of experience in the finance industry and serving as a Financial Planner since 2018, Krista brings a thoughtful, client-focused approach grounded in strategic and disciplined planning. She is committed to building strong, long-term relationships and helping clients navigate complex financial decisions with clarity and confidence. Her work is shaped by a focus on meaningful client engagement, collaboration, and consistent execution.
Krista has also had a great passion for volunteerism and giving back to her community, leading her team's involvement in annual activates with the Senior's Secret Santa Program and Salvation Army.
Born and raised in Calgary, AB, Krista graduated from the University of Calgary with a degree in Nursing and began her professional career as a Registered Nurse before transitioning into finance – bringing a strong foundation in care, discipline, and attention to detail. She currently holds her CFP designation.
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