Spencer Glenn, MBA, CIM

Portfolio Manager

403-299-6579 | Email me
403-299-7100
1-800-310-6484

Spencer has over 15 years of institutional and retail experience in the capital markets. In addition to his focus on wealth management, Spencer has experience in investment banking in the Canadian capital markets, including equity and debt financing and merger and acquisition advisory mandates. Spencer holds a MBA from the S.C. Johnson School of Management at Cornell University. Spencer is also a Chartered Investment Manager (CIM). 

Spencer believes transparency, integrity and a superior service offering are paramount to any client-advisor relationship and he strives to provide clients 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 is a native Calgarian and enjoys time with his family, including hiking, skiing and traveling. Spencer is highly engaged in local community, school and church initiatives.

Contact Spencer today to arrange an introduction.

See our complete Wealth Management Team available to our clients.

 

Matthew Mantle, CFA, CIM

Associate Wealth Advisor

403-266-9639 | Email me
403-299-7100 | LinkedIn
1-800-310-6484

Matthew specializes in the integration of wealth planning and investment portfolio management. Working with Spencer and our trusted partners to understand each family's unique situation, he helps ensure the investment portfolio is properly structured to achieve your stated goals, with a focus on tax efficiency and risk management.

 

Matthew is a CFA charterholder. He earned the right to use the Chartered Financial Analyst® designation from the CFA Institute in 2019 after completing the designation’s rigorous coursework. He also holds his Chartered Investment Manager (CIM®) designation. Matthew has spent over 10 years working in wealth management with high-net-worth families and businesses. Matthew believes in a goals-oriented investment approach, with a focus on simplicity, understanding, and repeatable success. Furthermore, working with clients to help develop their own investment knowledge is a priority for Matthew. “I want to help families make good decisions, and I want to make sure they understand why those are good decisions. Achieving performance alone without helping clients grasp the underlying strategy is only doing part of the job.”

 

Matthew lives in Calgary and has two young daughters. He is an avid camper and hiker, supports Arts and Music through the Calgary Philharmonic Orchestra and Calgary Civic Symphony, and is an active lifetime donor with over 70 donations with Canadian Blood Services.

Gillian Newburn

Associate

403-299-7022 | Email me

Gillian has been with RBC Dominion Securities for 3 years, in operation, technology and associate roles. She recently transferred from our RBC DS office in Victoria, BC back to Calgary (her home town). Gillian is able to facilitate any client requests as part of our service offering. Gillian is a professional musician and has a unique background with a music degree in flute performance from the University of Victoria. In her free time, Gillian enjoys running, spin classes, and playing with her westie, Poppy.