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.
SMWM Team

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.

Phil Mancini

PHIL MANCINI

Senior Partner

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Robert Spencer

BOB SPENCER

Senior Partner

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CHRIS NUTT

Associate Financial Security Advisor

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Steve Persaud

STEVE PERSAUD

Associate Financial Security Advisor

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Roger Richard

ROGER RICHARD

Group Insurance Specialist

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HELENE ROY

Administrative Assistant

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Karin Oram

KARIN ORAM

Executive Assistant

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Address

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

Contact us.

Please give us a call or use the form below to schedule a meeting or request information.