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PRESTON SMITH

Investment Advisor

Home» Our team» Spencer Cota

Our team

Spencer Cota

Investment Services Associate

Spencer graduated from the University of Lethbridge with a Bachelor of Management degree in 2005. He obtained his Level 1 Insurance^† License in 2006 and has completed his Professional Financial Planning (PFP) course and his Conduct and Practices Handbook (CPH) Course. Before joining the predecessor firm to Macquarie Private Wealth, Spencer worked as International Business Development Manager at Koenders Windmills Inc., a Client Service Analyst at TD Meloche Monnex Financial Services, and a Senior Personal Banking Officer at Scotiabank.

Skilled at client service and committed to carrying tasks to their successful conclusion, Spencer keeps documents flowing smoothly and assists our investors to transfer over and open accounts as efficiently as possible.

^†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.