Claude Spencer
CFP®, CIM, CIWM, FCSI, FMA
Manager, Investment Advisory & Planning Services
Overview
I have a true passion for financial literacy. One of the things I like best about working at WealthCo is the opportunity it provides for building deep client relationships and seeing my clients thrive in both their personal and professional lives.
Questions & Answers
What are some of the key strengths you bring to the WealthCo team?
Leadership, mentorship, and an uncanny ability to build relationships quickly.
What is your favourite thing about working at WealthCo?
The effectiveness and strength of Integrated Advisory Network and the opportunity to build deep and mutually beneficial relationships.
How do you like to spend your free time?
Depends on the season! In summer you’ll find me hiking, biking, or kayaking. In the winter it’s hiking or reading.
