Spiring Wealth Management
Financial Services
Ca
9 employees
- Employees
- 9
- Contacts
- 4
- Emails
- 4
Spiring Wealth Management Overview
- Headquarters
- Ca
- Website
- www.spiringwealth.ca
- Industry
- Financial Services
- Employees
- 9
- Funding
- 2021
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Spiring Wealth Management
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.
Spiring Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Spiring Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Rica Guenther | Trusted Source of Financial Advice | Greater Winnipeg Metropolitan Area, Canada |
Email
|
| Blaine Coates | Founder, Executive Vice-president | Winnipeg, Manitoba, Canada |
Email
|
| Charlie Spiring | Founder, Chairman & Senior Wealth | Winnipeg, Manitoba, Canada |
Email
|
| Krystin De Luca | Associate Investment Advisor Spiring | Winnipeg, Manitoba, Canada |
Email
|
Employees by Management Level
Executive
2 profiles
Individual contributor
1 profile
Associate / junior
1 profile
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