David Spence
Senior Relationship Manager at Optimize Wealth Management at Optimize Wealth Management- Claim this Profile
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Bio
Experience
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Optimize Wealth Management
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Canada
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Financial Services
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100 - 200 Employee
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Senior Relationship Manager at Optimize Wealth Management
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Nov 2022 - Present
At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen. At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.
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CFP
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