Spencer joined TPC in 2017 after earning his Bachelor of Commerce at the University of Victoria, graduating with distinction. After gaining an appreciation for how holistic financial planning should work in partnership with investment management Spencer transitioned to the investment management team to work alongside Bill Scott at Raymond James. In the following years he pursued the coveted Chartered Financial Analyst (CFA®) designation, which he was awarded in 2021. Spencer’s clients value his deep understanding of financial markets and rely on his ability to distil information down to actionable investment strategies that align with their broader financial plan.
Take me back to the Planning Team.