Spencer Mellace
VP Corporate Development, Advisor @Blackwood Family Enterprise Services
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WORK HISTORY
VP Corporate Development, Advisor @Blackwood Family Enterprise Services
CA
Blackwood shares one vision – to help families attain their desired future state. Together, we help enterprising families achieve major breakthroughs, become closer, and build their enterprises across generations. Strategic Harmony is our mission.In my Advisor and Corporate Development roles at Blackwood I:• Contribute to Blackwood’s strategic direction in serving in enterprising families,• Develop and implement strategies to expand the firm’s reach in the family enterprise community, • Cultivate growth strategies including strategic partnerships, speaking engagements and networking,• Promote the ongoing growth and positioning of Blackwood as a trusted, product-free advisory firm,• Collaborate with enterprising families and their professional advisors (tax, legal and wealth),• Collaborate with Blackwood team members to ensure integrated, family focused planning solutions,• Represent Blackwood’s values of independence, collaboration, and client-first advice.
EDUCATION
Mount Royal University
Diploma, Marketing
The Invesment Funds Institute of Canada
The Canadian Investment Funds Course
Advocis
CFP, Certified Financial Planner
Advocis/CLU Institute
CLU, Chartered Life Underwriter
STEP - Society of Trust and Estate Practictioners
TEP - STEP Canada Diploma Program
SKILLS
ABOUT SPENCER MELLACE
Helping Families Shape Legacies That Last Beyond Wealth | 20+ Years Helping Families Plan for Harmony & Legacy
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