Spencer is a Financial Management Advisor who has worked diligently with high-net worth investors and their families to create personalized financial plans that achieve each of their financial and non-financial objectives. He guides clients to achieve their objectives by gaining a deep understanding of their needs and offering custom strategies to meet those needs. Part of the custom strategies can include Financial, Estate, Business Succession, and Insurance Planning.
He is continually improving the client experience and the value clients receive through his daily client interactions and voluntary education. His approach has also been influenced by his experience working with half a dozen different successful advisors in the first seven years of his 16 year career at RBC Dominion Securities. Spencer graduated with Honors from the I. H. Asper School of Business in 2005 and was named Vice-President at RBC Dominion Securities in 2015.
In his free time, Spencer enjoys being active and participates in CrossFit training and riding his Harley. He also enjoys quality time with his family (wife, eight year old son, six year old daughter, and three year old son), cooking, and reading.