Spencer Mellace
Calgary
Experience Financial - Coaching and Consulting
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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I help families and family businesses manage the tangible and intangible aspects of estate and succession planning. Understanding the unique family dynamics - Defining the family values and wealth philosophy - Ensuring that the tax, legal and financial strategies align with family objectives and create the basis for maintaining family harmony.
I help families and family businesses manage the tangible and intangible aspects of estate and succession planning. Understanding the unique family dynamics - Defining the family values and wealth philosophy - Ensuring that the tax, legal and financial strategies align with family objectives and create the basis for maintaining family harmony.
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