CoverProfile

Claude Spencer

Manager Investment Advisory & Planning Services

WealthCo

Canada, Alberta, Calgary

About Me

I have a true passion for financial literacy. One of the things I like best about working at WealthCo is the opportunity it provides for building deep client relationships and seeing my clients thrive in both their personal and professional lives.

Profile Information

Manager Investment Advisory & Planning Services

WealthCo

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Calgary

Alberta

Canada

Oct 25, 2025

More profiles to browse

Profile Photo
Howard Wong
Wealth Advisor (Associate Advising Representative)
Profile Photo
David Udy
Founder & CEO
YS
Yan Song
Financial Controller
Profile Photo
Owen Komperdo
Financial Planner

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University