Home - Spencer Mancini Wealth Management

We care.

With over 75 years of combined experience at Spencer-Mancini Wealth Management, our clients have always appreciated that we care. Come experience for yourself the difference it makes working with a boutique wealth management firm that strives everyday in making clients feel like they are family.

What we offer at
Spencer-Mancini.

At the Spencer Mancini Wealth Management Group, wealth management is so much more than investment counsel. It brings together the different areas of expertise and solutions you need in a single, holistic wealth and financial security plan.

We offer advice and unique strategies to individuals and corporations a like in the areas of insurance
planning, investment portfolio diversification, debt management, estate maximization and business
succession planning.

SERVICES FOR INDIVIDUALS

Mortgage insurance alternatives
Retirement Planning
Tax minimization strategies
Life, disability, and critical illness insurance
Debt management and solutions
Wealth transfer optimization and estate planning
Charitable giving
Income tax filing (Prepared by one of our accounting firm partners)

CORPORATE SERVICES

Key person insurance
Group insurance
Pension plans
Buy/Sell Agreement Funding
Individual Pension Plans (IPPs)
Corporate asset transfer strategies
Group RRSP’s and Group TFSA’s
Charitable Giving
Tax minimization strategies
Salary continuation plans

Our team
makes us different.

Our team is there to help you reach your goal. Providing you with quality care is our standard. That is what makes us different.

Address

1 AVENUE HOLIDAY
SUITE 530
POINTE-CLAIRE (QUÉBEC)
H9R 5N3

Phone

TEL: 514-697-5800
TOLL-FREE:1-866-697-5800
FAX: 514-697-5813

Email

INFO@SMWM.CA

We care.

What we offer at Spencer-Mancini.