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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 company 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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Email format at Mackenzie Investments

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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.

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.

Sep 2017 - Aug 2018
Team & coworkers

Colleagues at Mackenzie Investments

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

AH Aaron Hadley, Mba, Cim® Aaron Hadley, Mba, Cim® Colleague at Mackenzie InvestmentsCanada, Canada View → RT Rhonda Turner, Cpa, Cga Rhonda Turner, Cpa, Cga Colleague at Mackenzie InvestmentsWinnipeg, Manitoba, Canada, Canada View → MP Michael Persaud, Cfa Michael Persaud, Cfa Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada, Canada View → AK Anmol Kapoor Anmol Kapoor Colleague at Mackenzie InvestmentsMississauga, Ontario, Canada, Canada View → NP Naureen Perwani, Cim® Naureen Perwani, Cim® Colleague at Mackenzie InvestmentsGreater Edmonton Metropolitan Area, Canada View → JD Joshua Desousa Joshua Desousa Colleague at Mackenzie InvestmentsToronto, Ontario, Canada, Canada View → GN Galen Ng Galen Ng Colleague at Mackenzie InvestmentsCanada, Canada View → DR Desiree R. Desiree R. Colleague at Mackenzie InvestmentsToronto, Ontario, Canada, Canada View → AH Adrian Hawkings Adrian Hawkings Colleague at Mackenzie InvestmentsSaskatoon, Saskatchewan, Canada, Canada View → GR Gregory Rank Gregory Rank Colleague at Mackenzie InvestmentsNewmarket, Ontario, Canada, 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 Aaron Hadley, Mba, Cim®, Rhonda Turner, Cpa, Cga, Michael Persaud, Cfa, Anmol Kapoor, and Naureen Perwani, 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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