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B. Spencer Rolls Ba, Cfp®, Cim, Fea Email & Phone Number
Wealth Advisor
at
Legacy Family Office Private Client | Assante Financial Management
1 work email found
@agf.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Role
Wealth Advisor
Location
Burnaby, British Columbia, Canada
Company size
Who is B. Spencer Rolls Ba, Cfp®, Cim, Fea? Overview
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Quick answer
B. Spencer Rolls Ba, Cfp®, Cim, Fea is listed as Wealth Advisor at Legacy Family Office Private Client | Assante Financial Management, a company with 8 employees, based in Burnaby, British Columbia, Canada. AeroLeads shows a work email signal at agf.com and a matched LinkedIn profile for B. Spencer Rolls Ba, Cfp®, Cim, Fea.
B. Spencer Rolls Ba, Cfp®, Cim, Fea previously worked as Financial Planner at Legacy Family Office At Assante Financial Management Ltd. and Associate Financial Planner at Legacy Family Office At Assante Financial Management Ltd.. B. Spencer Rolls Ba, Cfp®, Cim, Fea holds B.A., English & Economics from The University Of British Columbia.
Company email context
Email format at Legacy Family Office Private Client | Assante Financial Management
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*@agf.com
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AeroLeads found 1 current-domain work email signal for B. Spencer Rolls Ba, Cfp®, Cim, Fea. Compare company email patterns before reaching out.
Profile bio
About B. Spencer Rolls Ba, Cfp®, Cim, Fea
With warmth and curiosity, I guide others through the adventures in their lives.I appreciate the entrepreneurial spirit and the passion that business owners have for their company. Helping them achieve their goals is a very rewarding aspect of my job. My experience in the complex world of investments and markets leads to well-informed conversations with clients as well as with other professionals that might be involved in their financial care.Since joining the financial industry in 2007, I have seen various sides of the business and financial worlds along the way. I have worked in mature companies as well as in new ones, all the while observing how different business models are needed at different seasons in a company’s growth process.As a Financial Planner…I see a parallel between my early life as a sport fishing lodge operator and guide and the work that I do today. My role with Legacy Family Office is essentially the same as it was when I was a guide; to help the client achieve their goals by guiding them where they need to be at the right time. That moment when a client realizes they’ve achieved what they set out to do is when all the hard work, careful planning and knowledgeable positioning finally pays off!As an Outdoor Enthusiast & Musician…Outside of the finance focus of my career and when not at the office, my wife and I can often be found exploring BC’s wilderness or immersed in the world of music. These are two passions that we share and they provide us with inspiration and enjoyment, whether we are hiking to and camping in some remote corner of the province, or writing and playing music together in our home.If you’d like to connect to learn more, please send me an email and maybe we can share some tea or a hike: srolls@assante.com
Listed skills include Investments, Mutual Funds, Wealth Management, Investment Strategies, and 10 others.
Current workplace
B. Spencer Rolls Ba, Cfp®, Cim, Fea's current company
Company context helps verify the profile and gives searchers a useful next step.
Legacy Family Office Private Client | Assante Financial Management
8 roles
B. Spencer Rolls Ba, Cfp®, Cim, Fea work experience
A career timeline built from the work history available for this profile.
Financial Planner
Current- At Legacy Family Office, we have built our practice around helping family businesses, professionals, and families of wealth protect and grow their net worth over time, while also providing guidance and advice on the.
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Investment Planning
Oct 2016 - Present
Associate Financial Planner
I work with wealthy professionals and business owners to design and implement in-depth financial strategies that help ensure financial freedom in their lives. In addition, I also help manage Legacy Family Office’s professional partnerships with our clients’ lawyers and accountants.
Sep 2015 - Oct 2016
Vice President Business Development
Excel Funds Management Inc.
By presenting compelling financial solutions to advisors across Western Canada, I helped financial professionals grow their business and increase client satisfaction. As measured by assets under management, I was proud to be part of the team that helped Excel nearly double in size during my time there.
Dec 2013 - Aug 2015
Associate Financial Advisor
Helped create financial strategies for business owners, managers, and professionals to ensure they had peace of mind in their financial lives, allowing them to pursue their life's ambitions.
Apr 2011 - Sep 2013
Regional Sales Manager
Acted as an investment consultant for successful advisors and brokers around British Columbia, leading my team to top quartile performance across the country.
May 2007 - Apr 2011
Sales Manager
Gowlland Harbour Resort & Conference Centre
Beginning with the company while the lodge was still under construction, I served as Lodge and Sales Manager, ensuring every group that I booked into our resort had the best trip possible - from sign up to last call.
Apr 2005 - May 2007
Sportfishing Guide
Peregrine Lodge
As one of the senior guides at Peregrine Lodge, my guests ranged from father-son pairs to Fortune 500 executives.Every day, my guests had as much fun as I did.
May 2002 - Sep 2004
Team & coworkers
Colleagues at Legacy Family Office Private Client | Assante Financial Management
Other employees you can reach at legacyfamilyoffice.ca. View company contacts for 8 employees →
JH
Jeff Hector Cpa, Ca, Fea
Colleague at Legacy Family Office Private Client | Assante Financial Management
Vancouver, British Columbia, Canada, Canada
View →
KA
Kelly A. Pather, Cfp, Cea, Cpca
Colleague at Legacy Family Office Private Client | Assante Financial Management
Vancouver, British Columbia, Canada, Canada
View →
DF
Delphina Fitter
Colleague at Legacy Family Office Private Client | Assante Financial Management
Vancouver, British Columbia, Canada, Canada
View →
PW
Paul W. Lermitte, Ba, Cfp, Rfp, Fea
Colleague at Legacy Family Office Private Client | Assante Financial Management
Vancouver, British Columbia, Canada, Canada
View →
Jeff Hector Cpa, Ca, Fea
Colleague at Legacy Family Office Private Client | Assante Financial Management
Vancouver, British Columbia, Canada, Canada
View →
KA
Kelly A. Pather, Cfp, Cea, Cpca
Colleague at Legacy Family Office Private Client | Assante Financial Management
Vancouver, British Columbia, Canada, Canada
View →
DF
Delphina Fitter
Colleague at Legacy Family Office Private Client | Assante Financial Management
Vancouver, British Columbia, Canada, Canada
View →
PW
Paul W. Lermitte, Ba, Cfp, Rfp, Fea
Colleague at Legacy Family Office Private Client | Assante Financial Management
Vancouver, British Columbia, Canada, Canada
View →
2 education records
B. Spencer Rolls Ba, Cfp®, Cim, Fea education
B.A., English & Economics
Family Enterprise Advisor (Fea), Business
FAQ
Frequently asked questions about B. Spencer Rolls Ba, Cfp®, Cim, Fea
Quick answers generated from the profile data available on this page.
What company does B. Spencer Rolls Ba, Cfp®, Cim, Fea work for?
B. Spencer Rolls Ba, Cfp®, Cim, Fea works for Legacy Family Office Private Client | Assante Financial Management.
What is B. Spencer Rolls Ba, Cfp®, Cim, Fea's role at Legacy Family Office Private Client | Assante Financial Management?
B. Spencer Rolls Ba, Cfp®, Cim, Fea is listed as Wealth Advisor at Legacy Family Office Private Client | Assante Financial Management.
What is B. Spencer Rolls Ba, Cfp®, Cim, Fea's email address?
AeroLeads has found 1 work email signal at @agf.com for B. Spencer Rolls Ba, Cfp®, Cim, Fea at Legacy Family Office Private Client | Assante Financial Management.
Where is B. Spencer Rolls Ba, Cfp®, Cim, Fea based?
B. Spencer Rolls Ba, Cfp®, Cim, Fea is based in Burnaby, British Columbia, Canada while working with Legacy Family Office Private Client | Assante Financial Management.
What companies has B. Spencer Rolls Ba, Cfp®, Cim, Fea worked for?
B. Spencer Rolls Ba, Cfp®, Cim, Fea has worked for Legacy Family Office Private Client | Assante Financial Management, Legacy Family Office At Assante Financial Management Ltd., Excel Funds Management Inc., Assante Financial Management Ltd., and Agf Investments.
Who are B. Spencer Rolls Ba, Cfp®, Cim, Fea's colleagues at Legacy Family Office Private Client | Assante Financial Management?
B. Spencer Rolls Ba, Cfp®, Cim, Fea's colleagues at Legacy Family Office Private Client | Assante Financial Management include Jeff Hector Cpa, Ca, Fea, Kelly A. Pather, Cfp, Cea, Cpca, Delphina Fitter, and Paul W. Lermitte, Ba, Cfp, Rfp, Fea.
How can I contact B. Spencer Rolls Ba, Cfp®, Cim, Fea?
You can use AeroLeads to view verified contact signals for B. Spencer Rolls Ba, Cfp®, Cim, Fea at Legacy Family Office Private Client | Assante Financial Management, including work email, phone, and LinkedIn data when available.
What schools did B. Spencer Rolls Ba, Cfp®, Cim, Fea attend?
B. Spencer Rolls Ba, Cfp®, Cim, Fea holds B.A., English & Economics from The University Of British Columbia.
What skills is B. Spencer Rolls Ba, Cfp®, Cim, Fea known for?
B. Spencer Rolls Ba, Cfp®, Cim, Fea is listed with skills including Investments, Mutual Funds, Wealth Management, Investment Strategies, Financial Advisory, Financial Services, Sales, and Investment Advisory.
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