Your wealth, your way
True wealth is about more than just financial success. It is about living life on your own terms and having the freedom to pursue the things that matter most to you. Whether you are planning for retirement, saving for your children’s education, or entering a new phase of your professional career, our team at Glenn Private Wealth Management is ready to help you achieve what you have in mind – and so much more.
Your partner in financial success
Our team prides itself on ensuring our clients remain up to date and well informed through regular review meetings, market updates, and newsletters. It is this dedication to consistent communication that sets us apart and enables us to provide the highest level of service possible.
Spencer Glenn
Gillian Newburn
Krista Oh
Our process
Comprehensive and client-focused
We are committed to providing our clients with well-researched and unbiased solutions through a dedicated five-step process that prioritizes transparency and communication.
1
Discover
It all starts with the simplest of conversations. We take the time to sit down with you and go through an all-encompassing review of your wealth that helps establish your short- and long-term needs.
2
Articulate
Leveraging RBC’s proprietary financial planning tools, we will create a wealth management plan that aligns with your future goals and turn it into tangible, achievable stepping stones.
3
Invest
We will create a tactical and sound investment portfolio that manages risk and tax efficiency and aligns with the unique preferences set out in your Investment Policy Statement.
4
Connect
From Will and Estate Consultants and Insurance Specialists to Banking and Credit Specialists, we will connect you with our relevant partners across RBC Dominion Securities and beyond to serve your wealth in its entirety.
5
A premium service offering
As a Portfolio Manager, Spencer is part of a select group authorized to offer Private Investment Management (PIM). This advisor-led strategy allows us to customize investments on behalf of our clients, saving them time and letting us take advantage of fast-moving market opportunities.
6
Review
As your life changes, your financial plan will, too. We will conduct regular reviews to ensure that your plan still aligns with your current goals and priorities, and ensure you remain well informed through weekly newsletters and our resource library.
Our community
Building a better future
We are proud to give back in many ways to the local community that has raised us, shaped us, and supported us at every step.
Calgary Food Bank
Fighting hunger across Calgary by providing emergency food support to families and individuals in crisis.
KidSport Canada
Supporting children in Alberta and beyond who require financial assistance with sport registration fees and equipment costs.
Scouts Canada
Promoting social development and skill gathering through camps and programming aimed at youth aged 5-26.
Canadian Blood Services
Ensuring that Canadians in need have reliable access to safe, high-quality blood, plasma, stem cells, and more.
Calgary Civic Symphony
Keeping high-quality orchestral music accessible and affordable for all Calgarians.
Resources
Education made easy
Market updates, industry guides, GIC rates, and more – all in one convenient place.
Weekly Insights
Monthly Insights
Access your online account
Daily GIC rates
Top guides
Tax reporting guide
Important dates and tips to keep in mind while preparing your annual tax return.
Estate planning guide
Learn how to create an estate plan and prepare for the transfer of assets.
Business owner’s guide
Guidelines for starting, growing, maintaining, and selling a business.
Insights
