Scott Spence, CFP, CDFA, CIM, FCSI, Q.Med


Where self-reflection of your past and present Writes your future story.©
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Your aspirations, is Scott’s inspiration in the discovery process to identify:

  • your current and future financial capacity;
  • the alignment of your resources with your values to create sustainable outcomes;
  • building your resiliency for when life creates personal, professional and/or financial challenges.

Through a process of engagement and collaboration, together we can write the next chapter in your story.

Draw upon Scott’s diverse skills (accounting, finance, mediation), decades of experience and passion for knowledge which has bestowed upon him:

Certified Financial Planner® (CFP)

Chartered Investment Manager® (CIM)

Fellow of the Canadian Securities Institute® (FCSI)

Certified Divorce Financial Analyst® (CDFA)

Qualified Mediator (Q. Med)

The intimate details of your personal, professional and financial information is governed by Scott’s professional memberships with:

FP Canada

Institute of Advanced Financial Planners

Fellow of the Canadian Securities Institute

The Society of Trust and Estate Practitioners

Canadian Association of Gift Planners

ADR Institute of Manitoba Inc.

ADR Institute of Canada, Inc.

Collaborative Practice Manitoba Inc.

Family Mediation Canada

Institute for Divorce Financial Analysts

Contact Scott Spence

Have a question or want to discuss your portfolio? Send Scott a message and he will respond to you shortly!