David Spencer, CFP, CIM

Director, Client Services



After graduating from McGill University with a Bachelor of Commerce, David spent 7 years with TD Wealth working with high net worth clients of the bank. As a Chartered Investment Manager and a Certified Financial Planner, he works closely with clients day to day, ensuring they are up to date with their investment portfolio and overall financial plan. Regular communication is David’s hallmark, leading to meaningful relationships with clients of the firm. Outside of the office, David is a competitive swimmer, marathon runner, and enjoys spending time at the cottage in Muskoka.