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Our Team

Elevating success together. Get to know the team that shares your vision.

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David Spence

Wealth Planner

  david.spence@optimize.ca

 (289) 895-7829

 

About David

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Mark Spence

Wealth Planner

  mark.spence@optimize.ca

 289-895-7829

About Mark

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Kristy Spence

Administrative Assistant

  kristy.spence@optimize.ca

 289-895-7829

About Kristy

Optimize Representatives

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Chris Coholan

Portfolio Manager

  chris.coholan@optimize.ca

Please know that the Spence Group is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registrable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.