Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Spencer Davidson believes that great firms are built by great teams. As president and portfolio manager at TPC Wealth, he has focused on creating an environment where collaboration, integrity, and client-first thinking drive every decision.
When TPC Wealth was founded, Spencer led the effort to establish the firm’s independence – developing the business plan, regulatory framework, and structure needed to bring the vision to life. Since then, the team has grown significantly, both in size and in assets under management, reflecting the trust clients place in their work.
Together with TPC Financial Group, the firm integrates investment management with comprehensive financial planning, ensuring clients receive advice that connects their portfolios to their broader life goals. This partnership allows the team to deliver strategies tailored to every client’s unique circumstance.
Guided by the belief that a leader’s role is to empower others, Spencer credits the firm’s success to the dedication and talent of the TPC Wealth team. He works to give them the tools and autonomy to excel, taking responsibility when things don’t go as planned and ensuring recognition goes where it belongs – back to the team.
Looking forward, Spencer’s vision is simple: continue fostering a culture where putting clients first isn’t just a principle, but a daily practice that defines TPC Wealth’s future.
101-848 Courtney Street, Victoria BC, V8W 1C4
250 385 0099
spencer.davidson@tpcwealth.ca
linkedin.com/in/spencer-davidson-cfa®-817b2b114
tpcwealth.ca
Spencer Davidson
President and Portfolio Manager
TPC Wealth Management
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2017
2019
2021
2023
2021–Present
Graduated from UVic BCOM Program and joined TPC Financial Group as an associate financial planner
2017
Transitioned to working with TPC Financial’s investment referral partner, Bill Scott, at Raymond James
2019
Completed his CFA designation
2021
Launched TPC Wealth, an independent portfolio management firm to service clients of TPC Financial Group
2023
Founder and CEO at Bold Wealth Partners
2021–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
