Spencer believes transparency, integrity and superior service are paramount to any client-advisor relationship. He strives to provide clients with a solution-based approach for their changing financial needs. Spencer believes continual engagement and communication are vital to a strong working relationship. His wealth management approach is to bring qualified, well-balanced, and carefully considered solutions to meet each client's specific needs and requirements.
Spencer holds a MBA from the S.C. Johnson School of Management at Cornell University. Spencer is also a Chartered Investment Manager (CIM®). Spencer has over 16 years of investment management experience, advising both professional investment institutions and individual high-net-worth clients. In addition to his focus on wealth management, Spencer has extensive experience in investment banking, working on various mandates in the Canadian capital markets, including equity and debt issues, and advising on mergers and acquisitions.
A native Calgarian, Spencer enjoys hiking and camping in the mountains, and traveling with his wife and 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 Kids Sport Canada.
Contact Spencer today to arrange an introduction.