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Spencer Millard, Cim® Email & Phone Number

Investment Consultant | Partner | District Vice President at Mackenzie Investments at Mackenzie Investments
Location: Calgary, Alberta, Canada 6 work roles 2 schools
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Current company
Mackenzie Investments
Role
Investment Consultant | Partner | District Vice President at Mackenzie Investments
Location
Calgary, Alberta, Canada
Company size
1243 employees

Who is Spencer Millard, Cim®? Overview

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Quick answer

Spencer Millard, Cim® is listed as Investment Consultant | Partner | District Vice President at Mackenzie Investments at Mackenzie Investments, a with 1243 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Spencer Millard, Cim®.

Spencer Millard, Cim® previously worked as District Vice President at Mackenzie Investments and Business Development Manager at Mackenzie Investments. Spencer Millard, Cim® holds Bachelor Of Commerce - Bcom, Finance, General from University Of Calgary.

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Mackenzie Investments

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Profile bio

About Spencer Millard, Cim®

My greatest passion is working with people and building strong relationships. As a District Vice President at Mackenzie Investments, I get to combine this passion with my interest in capital markets and the financial services industry. My team and I take pride in delivering Mackenzie's broad product and service offering to investment advisors, portfolio managers, and financial planners across Southern Alberta. I firmly believe in the value of financial advice, and I take a consultative approach to help my advisor partners deliver the best quality offering to their clients. I believe in long-term partnerships, long-term advice and doing business the way you want to.Outside of work, I am an avid traveler and a die-hard Detroit Red Wings fan. Contact:Email: spmillar@mackenzieinvestments.comPhone: (368) 886-9878

Current workplace

Spencer Millard, Cim®'s current company

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Mackenzie Investments
Mackenzie Investments
Investment Consultant | Partner | District Vice President at Mackenzie Investments
toronto, ontario, canada
Website
mackenzieinvestments.com
Employees
1243
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6 roles

Spencer Millard, Cim® work experience

A career timeline built from the work history available for this profile.

Business Development Manager

Mackenzie Investments

Calgary, Canada Area

As a business development consultant, I partner with investment advisors, portfolio managers and financial planners to help them construct better investment portfolios for their clients using unique, tailored solutions. My team and I provide consultative support for these individuals in Edmonton and Northern Alberta.Achieved 1st Quartile rating in 2020, 2021 and 2022 for the National Advisor Perception Survey. Awarded Inside Wholesaler of the Year in 2022. Completed the 2023 Wholesaler Development Program

Jan 2020 - Nov 2023

Vice President Of Investment Strategy

Finesse Wealth Management

University Of Calgary

Finesse Wealth Management is a new startup investment club at the University of Calgary that is entirely student-run and student-funded. Our portfolio consists of 50-60% ETF's, 30% individual securities, and 10% cash. My responsibilities: - Oversee all investments made by FWM.- Regularly assess and review portfolio to ensure club mandated objectives are met.- Assess and review the validity of all stock pitches given by voting members during investor meetings.- Keep team up to date on potential risks to our portfolio.- Coordinate and review roles and responsibilities given to all other members of the Investment Strategy team (14 of the 30 members are in this team).

Sep 2017 - Aug 2018
Team & coworkers

Colleagues at Mackenzie Investments

Other employees you can reach at mackenzieinvestments.com. View company contacts for 1243 employees →

TP Tom Phillips Tom Phillips Colleague at Mackenzie InvestmentsToronto, Ontario, Canada View → MS Mark Sandor Mark Sandor Colleague at Mackenzie InvestmentsToronto, Ontario, Canada View → SS Shreya Singh Shreya Singh Colleague at Mackenzie InvestmentsPatna, Bihar, India View → AK Anuj K. Anuj K. Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada View → AC Attila Cesak Cim® Attila Cesak Cim® Colleague at Mackenzie InvestmentsOakville, Ontario, Canada View → YX Ying Xue Ying Xue Colleague at Mackenzie InvestmentsWaterloo, Ontario, Canada View → SB Stacy B. Stacy B. Colleague at Mackenzie InvestmentsEast York, Ontario, Canada View → OM Olivia Makela Olivia Makela Colleague at Mackenzie InvestmentsBoston, Massachusetts, United States View → NS Nirav Shah Nirav Shah Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada View → WC Wesley Chan Wesley Chan Colleague at Mackenzie InvestmentsToronto, Ontario, Canada View →
2 education records

Spencer Millard, Cim® education

Bachelor Of Commerce - Bcom, Finance, General

University Of Calgary

Activities and Societies: Completed the Co-op program (12 months) Bachelor of Commerce with Distinction

FAQ

Frequently asked questions about Spencer Millard, Cim®

Quick answers generated from the profile data available on this page.

What company does Spencer Millard, Cim® work for?

Spencer Millard, Cim® works for Mackenzie Investments.

What is Spencer Millard, Cim®'s role at Mackenzie Investments?

Spencer Millard, Cim® is listed as Investment Consultant | Partner | District Vice President at Mackenzie Investments at Mackenzie Investments.

Where is Spencer Millard, Cim® based?

Spencer Millard, Cim® is based in Calgary, Alberta, Canada while working with Mackenzie Investments.

What companies has Spencer Millard, Cim® worked for?

Spencer Millard, Cim® has worked for Mackenzie Investments, Finesse Wealth Management, and Qv Investors Inc..

Who are Spencer Millard, Cim®'s colleagues at Mackenzie Investments?

Spencer Millard, Cim®'s colleagues at Mackenzie Investments include Tom Phillips, Mark Sandor, Shreya Singh, Anuj K., and Attila Cesak Cim®.

How can I contact Spencer Millard, Cim®?

You can use AeroLeads to view verified contact signals for Spencer Millard, Cim® at Mackenzie Investments, including work email, phone, and LinkedIn data when available.

What schools did Spencer Millard, Cim® attend?

Spencer Millard, Cim® holds Bachelor Of Commerce - Bcom, Finance, General from University Of Calgary.

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