MEET THE TEAM
Chris Rawles B. Mgmt, CFP®, R.F.P., CIM®
Chris is a co-founder and licensed Portfolio Manager with RT Mosaic. Chris has over 15 years experience in the financial industry, previously working for a leading major financial institution. Subsequently, Chris departed from the bank owned firm to focus on giving clients an unbiased wealth management experience and to ultimately make a positive impact in their lives. Chris is a finance graduate, obtaining his Bachelor of Management from the University of Lethbridge. In addition, he is a holder of the Certified Financial Planner (CFP) designation, Registered Financial Planner (R.F.P.) designation and Chartered Investment Management (CIM) designation. Chris specializes in providing discretionary portfolio management, comprehensive financial planning, estate planning, retirement analysis and tax planning to his clients. Chris has enjoyed volunteering for Junior Achievement, participating in their Investment Strategies Program which is a learning opportunity for Grade 8 students to explore the ways in which people save and invest for their future. Chris was also recently named a 2018 and 2019 finalist for the "Multi-Service Advisor of the Year" award and the 2019 finalist for "Portfolio/Discretionary Manager of the Year" through Wealth Professional, Canada’s leading industry resource for the financial services industry. Chris was also named one of the top 50 advisors in Canada for Wealth Professional Canada's 2019 rankings.
Spencer Tilley B. Comm, CFP®, R.F.P., CFA
Spencer is a co-founder and licensed Portfolio Manager with RT Mosaic. Spencer graduated from the University of Calgary with a Bachelor of Commerce degree and has obtained the Certified Financial Planner (CFP), Registered Financial Planner (R.F.P.) and Chartered Financial Analyst (CFA) designations. He gained his experience at an exclusive firm in Calgary before starting RT Mosaic in 2010. Spencer works closely with his clients throughout Canada and with his extensive knowledge, particularly in the areas of retirement analysis, tax minimization and corporate planning, helps clients optimize their financial affairs. Through his dedication and earned trust, Spencer’s goal is to give each of his clients’ true peace of mind. Spencer currently sits on the national board of the Institute for Advanced Financial Planners (IAFP).
David Miller BFS, CFP®, R.F.P., CIM®
David is a licensed Portfolio Manager with RT Mosaic. David has been providing advice to high net worth and affluent individuals and families for over 10 years. Along with an honors degree from Mount Royal University's Bachelor of Financial Services Applied program in 2005, David is a Certified Financial Planner® Professional (2007), Chartered Investment Manager® (2014) and Registered Financial Planner (2017). David prides himself on helping growing families and retirees get organized, focus more on their priorities and make smarter decisions with objective recommendations. This allows them to feel more confident and avoid mistakes with increased financial literacy. He is also the host of "The Advanced Financial Planner" Podcast with the Institute of Advanced Financial Planners.