Upper Cananda Wealth Management

At Marc Spencer Financial Services, we understand that your financial objectives are personal and unique. That's why we take a comprehensive approach to financial planning, tailored to your individual needs and goals. Our team of experienced professionals is dedicated to helping you make the most of your investments, minimize taxes, and secure the future you dream of.

Our Philosophy

We believe that financial planning is not just about managing your money; it's about understanding your values, goals, and aspirations. We take the time to get to know you, your family, and your business, and provide personalized guidance to help you achieve your objectives. Our approach is founded on the principles of trust, integrity, and transparency, ensuring that you receive unbiased advice and expert guidance every step of the way.

Our Services

Our comprehensive range of services includes financial strategy, retirement planning, estate planning, tax planning, portfolio analysis, and insurance analysis. Whether you're just starting out, raising a family, running a business, or enjoying retirement, we have the expertise and resources to help you navigate every stage of your life. Our goal is to provide you with peace of mind, knowing that your financial future is secure and aligned with your values and goals.

Our Team

Our team of experienced professionals is led by Marc Spencer, Perry Pappas, Luigi Rosella, and Troy Harrison. Together, we bring a wealth of knowledge and expertise in financial planning, investment management, and wealth protection. Our team is dedicated to staying up-to-date with the latest trends, regulations, and best practices, ensuring that you receive the most effective and innovative solutions for your financial needs.

Our Commitment

We are committed to building long-term relationships with our clients, founded on trust, respect, and open communication. We believe that financial education is key to making informed decisions, and we're dedicated to empowering you with the knowledge and tools you need to achieve your financial objectives. Whether you're looking to protect your family, grow your investments, or plan for retirement, we're here to help you every step of the way.