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 optimize their financial affairs. Through his dedication and earned trust, Spencer’s goal is to give each of his clients’ true peace of mind.
Spencer graduated from the University of Calgary with a Bachelor of Commerce degree and holds the Certified Financial Planner (CFP), Registered Financial Planner (R.F.P.) and Chartered Financial Analyst (CFA) designations. Spencer sat on the national board of the Institute for Advanced Financial Planners (IAFP) for 7 years and was part of the 2019, 2021 and 2022 National Finalist – Multi Service Advisory Team of the Year, an honor recognized through Wealth Professional.