About Us

Welcome to Spence and Associates Private Wealth Management! We have the expertise and experience to address the most complex and evolving needs of our clients. With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do and will tailor our process to your unique needs.

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Our Process

Spence & Associates Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short- and long-term needs. We've been providing superior value, support and service since 1993.

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Giving Back

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Spence & Associates Private Wealth Management provides you with an elevated level of advice and resources.  We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

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Tax Planning

You may be understandably confused about how to tax-effectively manage your wealth while increasing it to maintain your lifestyle. We can help by creating a tax-efficient financial plan that mirrors your unique financial goals.

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Investment Planning

You may be concerned that your current investment strategies no longer reflect your lifestyle, up-and-down markets and economic uncertainty. We will discuss your concerns and help to ensure your investment plan complements your life plan.

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Estate Planning

You have worked hard to build your wealth. Now is the time to ensure that it benefits the people and organizations you care about most. We will help you create a carefully structured estate plan to reflect your unique wishes.

Our Team

"Thank you, Spence & Associates, for the service you’ve provided our entire family. We know you met our parents almost 25 years ago, and they always spoke highly of you. When our own situation warranted advice, we wanted to ensure we received the same great service being provided to our parents. You have not let us down! Over the last 13 years, if you can believe it’s been that long, your professional team has helped guide us through home purchases, the building of our children’s educational funds, saving for retirement, and, most recently, ensuring we have the proper life insurance coverage. Simply put, you take care of all the details. Our meetings are always well organized and thought out, and your entire team is super responsive to our needs.

Thanks for all the wonderful service and sound advice, we look forward to the stages of planning ahead."

Doug and Lisa
Brampton

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Education Centre

IG Private Wealth Management |
iProfile is a comprehensive asset management program that helps investors maintain optimal diversification among different asset classes and management styles based on their personal preferences and investment goals.

Videos

Discover a Synchronized Approach

One Cottage. Four kids. How will you divide it up without dividing them up? Enjoy a synchronized approach to leaving your legacy.

2019 Market Insights

Our Senior Vice-President, Investment Strategy, Bill Chornous, shares insights and what investors can expect in 2019.

The IG Wealth Management Investment philosophy

Access some of the world's pre-eminent investment opportunities with IG.