"After a number of involvements with brokers and advisors, I finally found one I can trust in Spencer and have been with him for a number of years. All of my family is individually using Spencer as an investment advisor - mother, mother-in-law, two grown children (their choice after due diligence), two grand-children, my wife and myself. Our individual and collective experience has been that Spencer provides successful investment guidance based on our needs, both current and for the predictable future. His focus, taking into account our current age and status, is on planning, asset allocation and risk management. He is easy to work with and willing to spend the time to help us understand investment decisions. We get regular, personal contact by phone, mail and email and have come to trust him and his advice. I highly recommend Spencer both personally and professionally."
Mr. R .T.
"I have had Spencer Bass as my broker for 10 years. He is great at keeping me informed during the ups and downs of the market. The biggest plus of working with Spencer has been the peace of mind he has given me. I would feel comfortable with recommending his services to family and friends."
Ms. L.B.
"The top priority when selecting our corporate and personal financial advisor was to make sure that our portfolio was well balanced and truly reflected the individual needs of both.
Spencer Bass, through CIBC Wood Gundy has fulfilled this service for us continually since 2001. Through bear, bull and mediocre market swings they have always had our best interests' right at the top of their list. Every detail of every decision is made with our complete knowledge and approval, in person and/or on the telephone.
All through this most recent slow-down we are continually reminded by business and personal colleagues that our portfolios, taking into account these drastic market fluctuations, have performed as well and often better than most.
We very much enjoy and highly value the feedback we receive from our face to face meetings with Spencer. Our monthly updates and timely personal reporting as to the overall market trends and web resources are available to us at any time. Spencer Bass, Charlene Hyra and the staff of CIBC Wood Gundy, Surrey are truly remarkable when it comes to tax reporting, timely facts/changes and friendly assistance on any income tax matters, not just at tax time but all through the year.
We are pleased to highly recommend Spencer Bass and CIBC Wood Gundy, Surrey to anyone who wants to provide their portfolio(s) with industry leading financial skills and a desire to build a strong, long lasting relationship with a financial advisor team you can really trust. "
Mr. & Mrs. D.P
