Scott Spence, CFP®, CFDS®, CEA®, CIM®, FCSI®

Partner & Advising Representative – Client Relationship Manager

Licensed in ON, MB, BC

Where self-reflection of your past and present Writes your future story.©

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), 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)

Chartered Financial Divorce Specialist® (CFDS)

Certified Executor Advisor® (CEA)

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

FP Canada

Fellow of the Canadian Securities Institute

The Society of Trust and Estate Practitioners

Canadian Institute of Certified Executor Advisors

Estate Planning Council of Canada

Academy of Financial Divorce Specialists

ADR Institute of Manitoba Inc.

ADR Institute of Canada, Inc.

Contact Scott Spence

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