Spencer joined TPC Wealth at our founding in 2023, having originally joined TPC Financial 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, working alongside Bill Scott at Raymond James before the transition to TPC Wealth. While with Raymond James, 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 distill information down to actionable investment strategies that align with their broader financial plan.
Take me back to the Investment Team.