Reid Spence BA(Hons), CFP®, RRC
Reid joined IG Wealth Management in 2017 after graduating from university and gaining work experience at a marketing company. He recently received his CERTIFIED FINANCIAL PLANNER® and RRC designations. As the newest member on the Spence team, Reid specializes in financial planning and goal setting. His strength in customer relations and his genuine persona allow him to build strong, long lasting bonds with clients. He brings youthful energy and fresh new ideas to round out our team.
Rick Spence CFP®, CPCA, RRC
Rick Spence began his career with IG Wealth Management in 1993. Shortly thereafter he achieved his CERTIFIED FINANCIAL PLANNER®, CPCA and RRC designations allowing him to focus on the needs of senior clients. For over 26 years, Rick has steadily built his practice to more than $180M in assets. Rick credits superior, attentive customer service and targeted strategies as the foundation for his successful practice. He delivers his plans with integrity, honesty and clarity.
Rick specializes in uncovering and recognizing strategies in any financial situation and at whatever life stage. He helps professionals, business owners, families, retirees and individuals through tax planning, estate preservation, asset allocation and intergenerational wealth transfer and more.
Rick surrounds himself with specialists and remains dedicated to continually honing his craft. He cares for clients and his team as if they were family, providing sound and solid advice.
Robert Lockie BA, CFP®, RRC, CLU, TEP
Robert joined IG Wealth Management in 2007 after graduating university and joined the Spence team in 2011, achieving his CERTIFIED FINANCIAL PLANNER®, RRC, CLU and most recently his TEP designations in short order. Robert excels at creating detailed, complex, technical financial plans with a focus on retirement planning & projection, risk management, estate planning and multigenerational wealth transfers. His no-nonsense manner allows him to prepare and present plans that clients easily understand and that help them achieve their financial goals. Robert compliments Rick and the team with his skills, giving the practice depth.