Spencer is an accredited Portfolio Manager with RBC Dominion Securities. Located in our White Rock office, he specializes in working with business owners, retirees, athletes and other professionals. Spencer holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Life License Qualification Program (LLQP®) designations. He earned both of his degrees with distinction: a Master of Science in Finance from the Wallace E. Carroll Graduate School of Management at Boston College and a Bachelor of Arts in Economics and Finance from McGill University.
Spencer works with families to create a financial plan and investment
portfolio, providing practical and straightforward guidance. These
result- driven strategies support clients in achieving their financial goals.
Spencer also collaborates with an extended team of RBC specialists who can
help provide tax planning and estate planning efficiencies.
Spencer lives locally with his wife Sophie and son Hudson.
He is involved in the community and has a passion for the outdoors.
When he is not in the office, Spencer loves to hike, camp, fish, and ski
with friends and family.