Spencer is a dedicated financial professional with a strong background in wealth management and comprehensive financial planning. He specializes in creating tailored strategies that integrate investment management, tax efficiency, and long-term goal setting to help clients achieve financial security and growth.

Spencer is a Chartered Investment Manager (CIM®) and holds a Bachelor of Commerce in Economics and Finance.

Originally from Toronto, Spencer accomplished a lifelong goal of relocating to Vancouver – a move inspired by his love for the outdoors and active lifestyle. When he’s not developing financial plans or analyzing market trends, you’ll find him hiking trails and enjoying the scenic beauty of the West Coast. Passionate about building relationships and fostering growth, Spencer thrives in dynamic environments where innovation and collaboration lead to exceptional outcomes for his clients.

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Proven Strategies.
Clear Guidance.
The Marine Building, 355 Burrard Street, Suite 510
Vancouver, BC V6C 2G8
 1.877.588.6822
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