David Spencer
About David Spencer
David Spencer is an Associate Investment Advisor at Wellington-Altus, specializing in retirement and estate planning. He has extensive experience in portfolio management and previously worked at RBC Dominion Securities for eight years.
Work at Wellington-Altus Financial
David Spencer serves as an Associate Investment Advisor at Wellington-Altus Financial, a position he has held since 2023. In this role, he plays a significant part in the portfolio review process at Harper Private Wealth, focusing on providing tailored financial advice to clients. His responsibilities include analyzing and monitoring investment portfolios, with a particular emphasis on retirement and estate planning.
Previous Experience at RBC Dominion Securities
Prior to joining Wellington-Altus Financial, David Spencer worked at RBC Dominion Securities as an Associate Investment Advisor for eight years, from 2015 to 2023. During his tenure in British Columbia, he developed expertise in wealth management and client relationship management, contributing to the financial well-being of his clients.
Education and Expertise
David Spencer studied at the Canadian Securities Institute from 2013 to 2015, completing the Canadian Securities Course (CSC®) with honours. He also attended Selkirk College, where he studied Ski Area Resort Operations and Management from 1997 to 1999. His educational background supports his focus on retirement and estate planning, equipping him with the necessary skills to analyze and manage investment portfolios.
Background in Luxury Hospitality
Before transitioning to wealth management, David Spencer had a 15-year career in the luxury hospitality industry in Whistler. This experience provided him with valuable skills in client service and relationship management, which he now applies in his role as an investment advisor.
Personal Interests
David Spencer enjoys outdoor activities, including snowboarding, mountain biking, and golfing. He values spending time with his family while engaging in these activities, reflecting his commitment to a balanced lifestyle.