With over 40 years of client service and distinguished experience, Charlie Spiring’s national reputation and unfaltering commitment to excellence has attracted an elite team at Spiring Wealth Management.
We’re experts at solving for the unique capital needs of entrepreneurs, to those with multigenerational wealth. Showing up every day with a high-performance mindset and placing the needs of our clients above all else is at the core of who we are and everything we do.
Prior to the inception of Spiring Wealth Management, Charlie built and led Wellington West Holdings Inc., a successful $10 billion investment firm recognized as one of Canada’s Best Managed Companies for 15 consecutive years. Even after selling the firm to National Bank for $333 million, Charlie wasn’t done yet—in fact, he was just getting started.
Fueled with entrepreneurial spirit and larger-than-life passion, Charlie founded Wellington-Altus Private Wealth in 2017 along with Spiring Wealth Management and like-minded partners who understand the complex journey to success—because they’ve been through it. In only four years, Wellington-Altus has grown to more than $15 billion in assets under administration with offices across the country.
The firm was rated #1 in Canada in the 2021 Investment Executive Brokerage Report Card and was also named one of Canada’s Best Managed Companies in 2021.
Company Details
- Employees
- 9
- Address
- 201 Portage Ave, 2500,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.spiringwealth.ca
- Keywords
- Wealth Management, Financial Advice, Finance, Holistic Wealth Management, Financial Planning.
- HQ
- Winnipeg, Manitoba
- Competitors
- Weston Wealth Management, Sightline Wealth Management, FORTÜNA Wealth Management, Sovereign Wealth Management Inc, Brightview Wealth Management, Dorchester Wealth Management, Designed Wealth Management, Birdsall Wealth Management Group, Cardinal Point Wealth Management, ULC, Wellington-Altus.
Spiring Wealth Management Questions
Spiring Wealth Management's website is http://www.spiringwealth.ca
Spiring Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/spiring-wealth-management
Spiring Wealth Management has
9 employees.
View email and phone details for 9
employees at Spiring Wealth Management.
Spiring Wealth Management's industry is
Financial Services
Spiring Wealth Management's top competitors are
Weston Wealth Management,
Sightline Wealth Management,
Fortüna Wealth Management,
Sovereign Wealth Management Inc,
Brightview Wealth Management,
Dorchester Wealth Management,
Designed Wealth Management,
Birdsall Wealth Management Group,
Cardinal Point Wealth Management, Ulc,
Wellington-Altus.
Spiring Wealth Management's categories are Financial Services
