About Spencer

In 2021, Spencer graduated with distinction from the University of Guelph, specializing in Finance and Economics. In January 2024, Spencer joined Frost Wealth Management on a full-time basis, operating from the Waterloo office. He has successfully completed the Canadian Securities course,

Conduct & Practices Handbook, and earned the Chartered Investment Manager designation.

Recently, he achieved his accreditation for the Investment Advisor designation and looks forward to meeting with Frost Wealth Management  clients.

Spencer brings nine years of financial service experience, having previously worked at a top Canadian Chartered Bank and a large Wealth Management Dealer firm in Toronto. His background encompasses roles in client services, investment research and corporate development where he achieved a Vice President position.