Spencer Tilley, Cfp, R.F.P., Cfa
AeroLeads people directory · profile

Spencer Tilley, Cfp, R.F.P., Cfa Email & Phone Number

Private Wealth and Portfolio Manager at Cardinal Point Wealth Management, ULC
Location: Calgary, Alberta, Canada 2 work roles 6 schools
1 work email found @cardinalpointwealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@cardinalpointwealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cardinal Point Wealth Management, ULC
Role
Private Wealth and Portfolio Manager
Location
Calgary, Alberta, Canada
Company size
50 employees

Who is Spencer Tilley, Cfp, R.F.P., Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Spencer Tilley, Cfp, R.F.P., Cfa is listed as Private Wealth and Portfolio Manager at Cardinal Point Wealth Management, ULC, a company with 50 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at cardinalpointwealth.com and a matched LinkedIn profile for Spencer Tilley, Cfp, R.F.P., Cfa.

Spencer Tilley, Cfp, R.F.P., Cfa previously worked as Portfolio Manager at Cardinal Point Capital Management, Ulc. Spencer Tilley, Cfp, R.F.P., Cfa holds Bachelor Of Commerce (Finance) from The University Of Calgary.

Company email context

Email format at Cardinal Point Wealth Management, ULC

This section adds company-level context without repeating Spencer Tilley, Cfp, R.F.P., Cfa's masked contact details.

{first}@cardinalpointwealth.com
89% confidence

AeroLeads found 1 current-domain work email signal for Spencer Tilley, Cfp, R.F.P., Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Spencer Tilley, Cfp, R.F.P., Cfa

Spencer is a co-founder and licensed Portfolio Manager with RT Mosaic. Spencer graduated from the University of Calgary with a Bachelor of Commerce degree and has obtained the Certified Financial Planner (CFP), Registered Financial Planner (R.F.P.) and Chartered Financial Analyst (CFA) designations. He gained his experience at an exclusive firm in Calgary before starting RT Mosaic in 2010. Spencer works closely with his clients throughout Canada and with his extensive knowledge, particularly in the areas of retirement analysis, tax minimization and corporate planning, helps clients optimize their financial affairs. Through his dedication and earned trust, Spencer’s ultimate goal is to give each of his clients’ true peace of mind. Spencer currently sits on the national board of the Institute for Advanced Financial Planners (IAFP).

Listed skills include Retirement Planning, Wealth Management, Estate Planning, Asset Allocation, and 9 others.

Current workplace

Spencer Tilley, Cfp, R.F.P., Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Cardinal Point Wealth Management, ULC
Cardinal Point Wealth Management, Ulc
Private Wealth and Portfolio Manager
Calgary, AB, CA
Website
cardinalpointwealth.com
Employees
50
AeroLeads page
Company profile
View company profile Email format
2 roles

Spencer Tilley, Cfp, R.F.P., Cfa work experience

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

Portfolio Manager

Current
Cardinal Point Capital Management, Ulc

Spencer Tilley is a Portfolio Manager at Cardinal Point and, before joining Cardinal Point, was a co-founder of RT Mosaic Wealth Management. Spencer works closely with his high net worth clients throughout Canada and with his extensive knowledge, particularly in the areas of retirement analysis, tax minimization and corporate planning, helps clients.

Sep 2022 - Present
Team & coworkers

Colleagues at Cardinal Point Wealth Management, ULC

Other employees you can reach at cardinalpointwealth.com. View company contacts for 50 employees →

TR Terry Ritchie Terry Ritchie Colleague at Cardinal Point Wealth Management, UlcCalgary, Alberta, Canada, Canada View → MB Matthew Bacchiochi, Cfa, Cfp, Tep Matthew Bacchiochi, Cfa, Cfp, Tep Colleague at Cardinal Point Wealth Management, UlcToronto, Ontario, Canada, Canada View → DM David Miller Cfp®, R.F.P., Cim® David Miller Cfp®, R.F.P., Cim® Colleague at Cardinal Point Wealth Management, UlcCalgary, Alberta, Canada, Canada View → MC Maisha Chowdhury Maisha Chowdhury Colleague at Cardinal Point Wealth Management, UlcCanada, Canada View → CG Curtis Glencross Curtis Glencross Colleague at Cardinal Point Wealth Management, UlcCalgary, Alberta, Canada, Canada View → JK Jeremy Kralt Jeremy Kralt Colleague at Cardinal Point Wealth Management, UlcVancouver, British Columbia, Canada, Canada View → JD Jason Dubbeldam Jason Dubbeldam Colleague at Cardinal Point Wealth Management, UlcOakville, Ontario, Canada, Canada View → MH Michael Hinterlong, Cfa Michael Hinterlong, Cfa Colleague at Cardinal Point Wealth Management, UlcPhoenix, Arizona, United States, United States View → JS Jennifer Strymecki, Cfp® Jennifer Strymecki, Cfp® Colleague at Cardinal Point Wealth Management, UlcMontvale, New Jersey, United States, United States View → JS James Sheldon James Sheldon Colleague at Cardinal Point Wealth Management, UlcToronto, Ontario, Canada, Canada View →
6 education records

Spencer Tilley, Cfp, R.F.P., Cfa education

Chief Compliance Officers Course (Cco)

Canadian Securities Institute

The CCO delivers a broad knowledge of regulations and best practices concerning compliance issues. You'll learn how to assess compliance.

Registered Financial Planner (R.F.P.)

Institute Of Advanced Financial Planners

R.F.P.® (Registered Financial Planner™) is a professional financial planning designation. It has been the hallmark of the professional.

Cfa (Chartered Financial Analyst)

Cfa Institute

The Chartered Financial Analyst® (CFA) credential is the most respected and recognized investment management designation in the world. The.

Llqp Insurance Course (Lic)

Canadian Securities Institute

The LLQP Insurance course covers: Life insurance products including term life, permanent life, universal life Disability, accident and.

Certified Financial Planner (Cfp)

Financial Planners Standards Council

Long considered the standard for financial planning in Canada, the CFP designation provides assurance to Canadians that the design of.

FAQ

Frequently asked questions about Spencer Tilley, Cfp, R.F.P., Cfa

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

What company does Spencer Tilley, Cfp, R.F.P., Cfa work for?

Spencer Tilley, Cfp, R.F.P., Cfa works for Cardinal Point Wealth Management, ULC.

What is Spencer Tilley, Cfp, R.F.P., Cfa's role at Cardinal Point Wealth Management, ULC?

Spencer Tilley, Cfp, R.F.P., Cfa is listed as Private Wealth and Portfolio Manager at Cardinal Point Wealth Management, ULC.

What is Spencer Tilley, Cfp, R.F.P., Cfa's email address?

AeroLeads has found 1 work email signal at @cardinalpointwealth.com for Spencer Tilley, Cfp, R.F.P., Cfa at Cardinal Point Wealth Management, ULC.

Where is Spencer Tilley, Cfp, R.F.P., Cfa based?

Spencer Tilley, Cfp, R.F.P., Cfa is based in Calgary, Alberta, Canada while working with Cardinal Point Wealth Management, ULC.

What companies has Spencer Tilley, Cfp, R.F.P., Cfa worked for?

Spencer Tilley, Cfp, R.F.P., Cfa has worked for Cardinal Point Wealth Management, Ulc and Cardinal Point Capital Management, Ulc.

Who are Spencer Tilley, Cfp, R.F.P., Cfa's colleagues at Cardinal Point Wealth Management, ULC?

Spencer Tilley, Cfp, R.F.P., Cfa's colleagues at Cardinal Point Wealth Management, ULC include Terry Ritchie, Matthew Bacchiochi, Cfa, Cfp, Tep, David Miller Cfp®, R.F.P., Cim®, Maisha Chowdhury, and Curtis Glencross.

How can I contact Spencer Tilley, Cfp, R.F.P., Cfa?

You can use AeroLeads to view verified contact signals for Spencer Tilley, Cfp, R.F.P., Cfa at Cardinal Point Wealth Management, ULC, including work email, phone, and LinkedIn data when available.

What schools did Spencer Tilley, Cfp, R.F.P., Cfa attend?

Spencer Tilley, Cfp, R.F.P., Cfa holds Bachelor Of Commerce (Finance) from The University Of Calgary.

What skills is Spencer Tilley, Cfp, R.F.P., Cfa known for?

Spencer Tilley, Cfp, R.F.P., Cfa is listed with skills including Retirement Planning, Wealth Management, Estate Planning, Asset Allocation, Investment Strategies, Financial Planners, Wealth Management Services, and Retirement Savings.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.