The David Spence Group

About David

In providing comprehensive Financial Planning, David and his team assess each client’s individual life circumstances in relation to Cash-Flow, Taxation, and Debt to form the foundation for recommended solutions and setting plans in motion. The goal is always for clients to build stability, confidence, and peace of mind in their present and future lives.

David is excited to be partnering with Optimize Wealth Management at this stage of his career. He recognizes their unique offering of Family Office services and client-focused Portfolio Management strategies that will help his clients reach their individual goals and objectives.

His obtained designations include CFP (Certified Financial Planner), EPC (Elder Planning Certificate), and RRC (Registered Retirement Consultant). He is licensed to sell Life, Accident, and Sickness Insurance in Ontario and is a member of FP Canada, CIFPs, IFB Canada, and Kingdom Advisors Canada.

David resides in Waterdown with his wife, two sons and their spouses, and four grandchildren.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.