Spencer Mellace

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed

Member Bio

(This member hasn't written a bio yet!)

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.


Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Succession Planning


CFP (Canada)

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

Local Estate Planning Counsel



Assets Under Management

Practice Size

Investment License


Provinces Licensed (Investment)

No items found.
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.