Tax Planning
You may be understandably confused about how to tax-effectively manage your wealth while increasing it to maintain your lifestyle. We can help by creating a tax-efficient financial plan that mirrors your unique financial goals.
Welcome to Spence Lockie Group Private Wealth Management
We have the expertise and experience to address the most complex and evolving needs of clients.
With an enhanced collaborative approach, we are able to provide you with local attention and national support.
Your financial well-being is at the center of everything we do and
we will tailor our process to your unique needs.
Our Solutions
With an enhanced team-based approach that provides both local and national industry expertise, Spence Lockie Group provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Investment Planning
You may be concerned that your current investment strategies no longer reflect your lifestyle, up-and-down markets and economic uncertainty. We will discuss your concerns and help to ensure your investment plan complements your life plan.
Estate Planning
You have worked hard to build your wealth. Now is the time to ensure that it benefits the people and organizations you care about most. We will help you create a carefully structured estate plan to reflect your unique wishes.
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What our clients are saying
"We had been working with a close friend who was an Advisor at IG for 10+ years. When he decided to leave IG and join his family business, we were introduced to Reid.
As business owners, we really appreciate Reid’s insight on how to maximize the use of our corporation, and his explanations and recommended strategies are very thorough, yet easy to understand. He has helped us implement strategies that integrate well into our overall financial plan, including the management of our personal investments and life insurance.
Reid and his team at Spence Lockie Group are absolutely amazing. They are very responsive, professional and pleasant to deal with. A level of service that is hard to come by. Thank you Reid and team. "
"Thank you, Spence Lockie Group, for the service you’ve provided our entire family. We know you met our parents almost 25 years ago, and they always spoke highly of you. When our own situation warranted advice, we wanted to ensure we received the same great service being provided to our parents. You have not let us down! Over the last 13 years, if you can believe it’s been that long, your professional team has helped guide us through home purchases, the building of our children’s educational funds, saving for retirement, and, most recently, ensuring we have the proper life insurance coverage. Simply put, you take care of all the details. Our meetings are always well organized and thought out, and your entire team is super responsive to our needs.
Thanks for all the wonderful service and sound advice, we look forward to the stages of planning ahead."
"As an international expert on lifestyle issues related to aging, I interact with numerous professionals from many fields. Many years ago, in a course designed for financial advisors who were obtaining a certification on advising to senior clients, I met an advisor, Rick Spence.
I have engaged with countless financial advisors in my work, but felt compelled to speak to Rick about my own financial situation. His genuine concern as an advisor was exciting for me to see, as this is what I teach and something Rick embodied in such a natural way. He clearly knows how to quickly form deep relationships with clients. Through my work with Rick, he has offered me advice on many topics regarding my financial life and I greatly value his insight and guidance.
I referred Rick to one of my closest friends who felt they needed more holistic advice from their financial advisor. They needed to know where they sat in their accumulation and where they needed to reach to so they could live the retirement lifestyle they had always imagined. I know Rick brought them exactly what they wanted and needed, which I was confident would be the case.
Everyone needs good advice from a professional they trust, and Rick is one of the professionals I both need and trust."
"Our original advisor took a management position and he introduced us to Rick. We were cautiously optimistic as to who was going to be handling our finances going forward. It has been well over 10 years now and we are so happy to have been introduced to Rick and his team. Rick has, not only continued the level of service we’d become accustomed to, but he has also exceeded it. He and his team have also adapted exceptionally well to the pandemic and related restrictions.
We have a blended family with four boys very close in age. With that comes many different financial needs and pressures both for the present and the future. We have felt "in control" financially for many years now knowing that our kids’ educations were taken care of and knowing our retirement plans are secure. He has guided us, by way of educational videos, meetings and readings and transitioned our accounts to very competitive products with very competitive rates.
For anyone considering Rick as their advisor our experience confirms that Rick and his team are trustworthy, detail oriented and punctual at what they do. Definitely someone you can form a long-term relationship with and who handles your accounts with care and integrity. He does all this while offering good performance and a top-notch administrative experience from his team. No question goes unanswered, and the response time is exceptional!"