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.
Claude Spencer
Manager Investment Advisory & Planning Services
WealthCo
Canada, Alberta, Calgary
About Me
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
Owen Komperdo
Financial Planner
David Udy
Founder & CEO
Howard Wong
Wealth Advisor (Associate Advising Representative)
YS
Yan Song
Financial Controller
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST