Spencer has over 11 years of institutional and retail experience in the capital markets. In addition to his focus on wealth management, Spencer has prior experience in investment banking in the Canadian capital markets including equity and debt financings and merger and acquisition advisory mandates. Spencer holds a MBA from the S.C. Johnson School of Management at Cornell University.
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 is married with four active children. Together they enjoy hiking, skiing and traveling. Spencer is highly engaged in local community, school and church initiatives.
Contact Spencer today to arrange an introduction.