Spencer Bass, FCSI, FMA, CIM®, CSWP
Senior Wealth Advisor, Portfolio Manager
I am a Portfolio Manager and Investment Advisor and have dedicated my career of over 25 years to helping clients plan for the future, enjoy financial comfort and create a legacy. My designations include the Fellow of the Canadian Securities Institute (FCSI), the Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and Chartered Professional Strategic Wealth (CSWP).
I live in the White Rock area with my wife and family. When not at work, or with my family, I can be found swimming, cycling, or running, getting ready for my next triathlon.