Client Services

Spencer graduated from the University of Guelph with a B.Comm degree (honours) in Economics and Finance. Early on in his education he found a passion for understanding the intricacies of economics and wealth management.

As a CERTIFIED FINANCIAL PLANNER professional specializing in investment management, his unique value proposition lies in his ability to provide clients with a customized investment strategy tailored to their unique financial goals and risk tolerance. By leveraging his in-depth knowledge of financial markets and investment products, he is able to craft investment portfolios that are both diversified and optimized for maximum returns. Moreover, he prioritizes transparency and education, ensuring that clients understand the rationale behind every investment decision and are equipped with the knowledge and confidence to make informed decisions.

He has strong commitment to building long-term relationships with clients rather than viewing financial planning as a one-time transaction. He believes in taking a holistic, lifelong approach to wealth management. This means not only helping clients navigate the ups and downs of the market but also supporting them through major life events such as buying a home, starting a family, or planning for retirement. By prioritizing personalized attention, open communication, and a deep understanding of our clients’ individual needs, he strives to be a trusted partner in their financial journeys for years to come.

Krista provides administrative and operational support to the team and help ensure that the day-to-day operations of the team run smoothly. One of her primary responsibilities is to manage the team's calendar, which includes scheduling meetings with clients, preparing documents for presentations, and managing travel arrangements. Additionally, Krista is the point of contact between the team and clients, assisting with any questions or concerns they may have. Krista plays a crucial role in maintaining confidential client information and ensuring compliance with regulatory requirements. As such, she has excellent communication skills, is well organized, and has a keen attention to detail.

Krista has a key role responsible for managing client relationships. This includes providing excellent customer service, addressing client inquiries and concerns, and maintaining positive relationships with clients. Krista also works closely with other members of the team, to ensure that clients' needs are met and that the team's objectives are achieved.

Jessie is responsible for promoting the team's services to potential clients and maintaining relationships with existing clients. They work closely with the team's advisors to develop and implement marketing strategies that align with the team's overall goals and objectives. This includes identifying target audiences, developing marketing materials, managing social media accounts, and coordinating events.

In addition to marketing responsibilities, the coordinator also plays a key role in client relationship management. They serve as a point of contact for clients, ensuring their needs are being met and their expectations are exceeded. This involves responding to client inquiries, coordinating client meetings, and maintaining accurate records of client interactions. Overall, the marketing coordinator of a private wealth management team is a critical member of the team, responsible for driving new business and nurturing existing relationships.