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
Howard Wong
Wealth Advisor (Associate Advising Representative)
David Udy
Founder & CEO
YS
Yan Song
Financial Controller
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