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About Us

As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

David W. Spence, CFP®, EPC

Certified Financial Planner® professional

Having a personal financial plan is the best way to know which financial products best suit your goals for the future and your abilities to plan today. David will develop and monitor that plan with you.

David publishes a monthly financial e-newsletter for his clients and friends. He is an active member of his church and resides with his wife in Waterdown, Ontario.

David W. Spence has been providing financial planning advice since 1987. David is a member of Financial Planning Standards Council (FPSC), Canadian Initiative for Elder Planning Studies (EPC), Independent Financial Brokers (IFB) and Canadian Institute of Financial Planners (CIFP).

Through his consistent effort and reputation for outstanding service, David has built a solid client base and expanded his practice through referrals from satisfied clients and other professionals.

Financial success is a journey, not a destination.