Spencer Brooks

Work with Spencer: Succession Planning, Estate Planning, Tax, Corporate Tax, Personal Tax, Tax Audit

Partner

Connect with Spencer

(613) 235-2000 x 2490

spencer.brooks@hwllp.ca

Spencer Brooks leads the firm’s trust and estate practice with a focus on delivering practical, strategic advice. Spencer specializes in complex tax, estate, and succession planning, working closely with clients to develop solutions tailored to their unique needs. He also provides guidance to trustees and executors, helping them navigate the tax implications of trust and estate administration with precision and care.

Spencer is an experienced educator and speaker, having tutored at CPA Canada’s Income Tax for the General Practitioner course and presented for organizations such as the Ottawa Estate Planning Council and the Society of Trust and Estate Practitioners (STEP) Ottawa Branch. His expertise is frequently sought after, with contributions to financial podcasts and research papers that demonstrate his commitment to advancing the profession and sharing knowledge.

He earned his CPA, CA designation in 2018 and his TEP designation in 2021, further solidifying his expertise in trust and estate matters. Spencer is also a graduate of CPA Canada’s In-Depth Tax course, recognized as the cornerstone education for Canadian tax professionals specializing in income tax. He is actively involved in his professional community, serving as a Board member of the Ottawa Estate Planning Council and maintaining memberships with CPA Ontario, CPA Canada, STEP Canada, and the Canadian Tax Foundation.

Spencer is dedicated to helping clients achieve their financial and estate planning goals, providing comprehensive solutions that balance technical accuracy with a personalized approach. His clients value his professionalism, expertise, and commitment to their success.

View LinkedIn Profile for Spencer Brooks

Spencer's Services

Succession Planning
Estate Planning
Tax
Corporate Tax
Personal Tax
Tax Audit

Testimonial from Rob Waterman - President at Waterman Sales Ltd.

We have been in Business since 1992 and had an accountant who was a family friend. When he retired, we needed to find a new accountant. Jacob at Hendry Warren was recommended to us through our Lawyer. We met with him and were impressed immediately; over the years we have gotten to know more of the staff and are equally impressed. They have done our company taxes, company valuations, share purchases, tax planning, covid relief, personal taxes, etc. All of which have gone very smoothly. Hendry Warren is aware of new legislation and has helped us grow as a company.

Rob Waterman (President at Waterman Sales Ltd.)

Testimonial from Lynn LaHam - CPA, CGA, Crossroads Children’s Centre

Hendry Warren is a very professional organization who are very sensitive to client needs and timelines. Marie Fraser and all of the staff that I have met and worked with exhibit the same degree of courtesy and professionalism. It is always a pleasure working with them.

Lynn LaHam ( CPA, CGA, Crossroads Children’s Centre)

Testimonial from Chris Jerome, Treasurer - Habitat for Humanity – National Capital Region

Hendry Warren LLP has been easy to work with, dependable, personable and professional and are always available when we need them. The annual audit process is efficient and timely and their staff is always knowledgeable and well prepared.

Chris Jerome, Treasurer (Habitat for Humanity – National Capital Region)

Testimonial from Don Silverman - CFO Sciemetric

From the partners to the new graduates, the quality of service and advice were second to none…we rely heavily on the advice we are given from both an audit and tax perspective…I know that our firm can count on Hendry Warren LLP to be accurate, timely and professional at all times.

Don Silverman (CFO Sciemetric)

Testimonial from Gordon Miller - President, UNIGLOBE Premiere Travel

In every instance where advice or assistance has been needed it has been provided with clarity and timeliness. And with a very satisfactory outcome. Our accounting staff have always appreciated the efficiency of Hendry-Warren team assigned to our audits and review engagements. We appreciate that Hendry-Warren LLP is able to support our needs as a paperless group of companies.

Gordon Miller (President, UNIGLOBE Premiere Travel)

Testimonial from Les Bell, - CPA, CA, President, Lincoln Heights Ford Sales Ltd.

Ian Hendry is a truly responsive and responsible partner in our business and has been for over 20 years. I would (and have) recommend his services to everyone.

Les Bell, (CPA, CA, President, Lincoln Heights Ford Sales Ltd.)

Testimonial from Colin Goodfellow - field_5cebff5066bfc

I have used Marie Fraser and her team at Hendry Warren for business, personal and special projects. Deep enough bench strength to cover anything, and small enough to pay attention.

Colin Goodfellow (field_5cebff5066bfc)

Testimonial from Rupert Bonham-Carter - field_5cebff5066bfc

Jacob has been invaluable over the past 18 months in assisting with the incorporation and start-up of my new business venture. I trust Jacob's advice on complicated income tax and HST matters to allow me to focus on what is most important - my business!

Rupert Bonham-Carter (field_5cebff5066bfc)

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