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Scott Spence

302-155 Carlton Street
Winnipeg, Manitoba R3C 3H8
Canada
Office Phone: 204.222.4253
Member since 2009
Membership Type: IACP

Profession(s)

Financial Professional, Mediator

Your ability to make an informed financial decision is supported through proper planning. Specialized financial planning related to Divorce should only be offered by an accredited professional, such as a Certified Divorce Financial Analyst (CDFA).

Scott believes proper specialized financial planning can only start with understanding your unique circumstances as an individual and /or as a couple. Using his twenty plus years of financial expertise, Scott offers his insightful knowledge to explain and enlighten you about your financial options. As an accredited professional, Scott's provides neutral guidance to develop, document and implement your financial settlement in consultation with your legal advisor and when necessary your tax advisor.

Scott is committed to supporting the development of Winnipeg, Manitoba (Canada) and has served as a board member for several Charitable and Non-Profit Organizations. Scott was Co-Chair for Collaborative Practice Manitoba (2009 - 2012). Scott was a board member of ADR Institute of Manitoba (2016- 2017) and has volunteered with numerous non-profit organizations.

Scott is a Principal and Financial Consultant of Second Half Planning Solutions, a division of Second Half Solutions Ltd.

Area(s) of Practice: Financial Mediation
License(s): Q. Med - ADR Institute of Canada CDFA - Institute for Divorce Financial Analysts CFP - FP Canada CEA - Cdn Institute of Certified Executor Advisors CIM - Canadian Securities Institute FCSI - Canadian Securities Institute

Professional Activities

Scott is a member in good standing, adhering to the following professional organizations stringent code of ethics and conduct: ~Institute for Divorce Financial Analysts (IDFA) ~Collaborative Practice Manitoba Inc. ~ADR Manitoba Inc. (ADRIM) ~ADR Institute of Canada, Inc. (ADRIC) ~International Academy of Collaborative Professionals (IACP) ~Canadian Institute of Certified Executor Advisors (CICEA) ~FP Canada ~Fellow of the Canadian Securities Institute (FCSI) ~Institute of Advance Financial Planning (IAFP) ~Society of Trust Estate Practitioners (STEP)

Professional Education

The ever-changing financial industry is becoming increasingly more complex. To better educate and serve his clients’ financial needs with current and complete information, Scott is committed to a continual educational process. Scott has attained the following professional accreditations:
Qualified Mediator (Q. Med)
Certified Divorce Financial Analyst (CDFA),
Certified Financial Planner (CFP),
Certified Executor Advisor (CEA)
Chartered Investment Manager (CIM)
Fellow of the Canadian Securities Institute (FCSI)

Additional Professional Education:
Canadian Futures Exam
Canadian Options Course
Canadian Branch Manager Exam and Conduct & Practices Handbook Course

Comments

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