Charlie Spiring

Charlie Spiring Email and Phone Number

Founder, Chairman & Senior Wealth Advisor Wellington-Altus Private Wealth @ Spiring Wealth Management
Charlie Spiring's Location
Winnipeg, Manitoba, Canada, Canada
Charlie Spiring's Contact Details
About Charlie Spiring

Charlie Spiring is the Founder & Chairman of Wellington-Altus Private Wealth (WAPW). WAPW is an independent wealth management firm with more than $20 billion in assets under administration and is Canada’s #1 investment advisory firm, two years running*. With a career spanning more than 40 years in the financial services industry, Charlie has become one of the country’s best-known and most-respected financial advisors. He led the team that built Wellington West Holdings Inc., purchased by the National Bank of Canada for $333 million. Now, with Wellington-Altus, Charlie is working hard to build another cross-country provider of investment strategy and comprehensive wealth planning for high-net-worth and ultra-high-net-worth individuals.Charlie has been recognized on The Globe and Mail’s Top 40 Under 40 List, has twice won the Ernst & Young Entrepreneur of the Year award and is an inductee of the Investment Industry Association of Canada (IIAC) Hall of Fame. Charlie has been vice-chair on the executive committee of National Bank Financial and served as chairman of the board for IIAC. He is ICD.D designated under the Institute of Corporate Directors and attended the Executive MBA program from the Harvard Business School through the Young Presidents Organization for eight sessions.Charlie and his wife Dayna, President & CEO of Economic Development Winnipeg, have an unending passion for travel, scuba diving, golf, fine wines and gourmet cuisine. *Investment Executive 2020 & 2021 Brokerage Report Card.

Charlie Spiring's Current Company Details
Spiring Wealth Management

Spiring Wealth Management

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Founder, Chairman & Senior Wealth Advisor Wellington-Altus Private Wealth
Charlie Spiring Work Experience Details
  • Spiring Wealth Management
    Founder & Chairman, Senior Wealth Advisor
    Spiring Wealth Management Apr 2017 - Present
    Winnipeg, Manitoba, Ca
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  • Wellington-Altus Private Wealth
    Founder And Chairman
    Wellington-Altus Private Wealth Apr 2017 - Present
    Winnipeg, Manitoba, Ca
    Wellington-Altus Private Wealth is an independent wealth management company, that offers private, holistic advice to affluent clients across Canada.Our company was created and is owned by Investment Advisors - For Investment Advisors - and their private clients.
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  • National Bank Financial Wealth Management
    Senior Vice President & Senior Investment Advisor
    National Bank Financial Wealth Management Jul 2011 - Apr 2017
    Montréal, Québec, Ca
    We are an award-winning investment firm that is now truly a national firmWe give our clients and our partners the liberty to enjoy what they have achieved and take pleasure in growing a truely national firm. We are living up to our name.We provide a place where thought leadership is encouraged, where great ideas are tested and acted on with expediency, where smart, talented people shape and influence their own firm and their own future.We keep it simple. We make it personal. We make it fun.
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  • National Bank Financial Wealth Management
    Vice Chair Of The National Bank Financial Wealth Management Executive Committee
    National Bank Financial Wealth Management Jul 2011 - Oct 2013
    Montréal, Québec, Ca
    I have the fortunate role to help oversee the growth of the wealth business, mentor partners and look for strategic acquisitions and recruiting.
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  • Investment Industry Association Of Canada
    Board Chairman
    Investment Industry Association Of Canada Jun 2013 - Sep 2014
    Toronto, On, Ca
    IIAC (Investment Industry Association of Canada) is a member-based professional association with 175 members representing a majority of IIROC registered organizations (IIROC is the national self regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada).IIAC advances the growth and development of the Canadian investment industry, acting as a strong, proactive voice to represent the interests of our members and the investing public.
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  • Investment Industry Association Of Canada
    Vice Chairman Of The Executive Committee
    Investment Industry Association Of Canada Aug 2006 - Jun 2013
    Toronto, On, Ca
    I work with Ian Russell (ceo), Roman Dubczak (chair) and Peter Brown to lead and develop the I.I.A.C. with their initiatives to develop and protect the Investment Industry.
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  • Wellington West Holdings Inc.
    Ceo, Chairman Of The Board
    Wellington West Holdings Inc. Jan 1993 - Jul 2011
    Winnipeg, Manitoba, Ca
    I had the pleasure of taking Wellington West from the original 6 people to the final 666 partners. we were fortunate to attract many forward thinking partners and then monitised our deal when National Bank was ready to expand across Canada.
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  • Midland Walwyn Capital Inc.
    Senior Vice President And Director
    Midland Walwyn Capital Inc. 1981 - 1993
    I was the leading investment advisor and had the honour of serving on the Board of Midland Walwyn

Charlie Spiring Skills

Investments Wealth Management Investment Advisory Strategic Financial Planning Asset Management Mutual Funds Investment Strategies Portfolio Management Securities Equities Financial Services Leadership Finance Financial Advisory Management Business Strategy Team Leadership Public Speaking Mergers And Acquisitions Corporate Finance Retirement Planning Options Bonds Financial Markets Separately Managed Accounts Asset Allocation Capital Markets Business Planning Private Equity Business Relationship Management Fixed Income Venture Capital Alternative Investments High Net Worth Individuals Financial Planners Risk Management Wealth Management Services Trading Investment Management Banking Derivatives Asset Managment Wealth Etfs Estate Planning Insurance Retirement Mergers Full Service Investment Advisor Hedge Funds

Charlie Spiring Education Details

  • University Of Toronto - Rotman School Of Management
    University Of Toronto - Rotman School Of Management
    Institute Of Corporate Directors (Icd.D)
  • Harvard Business School
    Harvard Business School
    Finance And Marketing
  • University Of Manitoba
    University Of Manitoba
    Commerce

Frequently Asked Questions about Charlie Spiring

What company does Charlie Spiring work for?

Charlie Spiring works for Spiring Wealth Management

What is Charlie Spiring's role at the current company?

Charlie Spiring's current role is Founder, Chairman & Senior Wealth Advisor Wellington-Altus Private Wealth.

What is Charlie Spiring's email address?

Charlie Spiring's email address is charlie.spiring@nbf.ca

What schools did Charlie Spiring attend?

Charlie Spiring attended University Of Toronto - Rotman School Of Management, Harvard Business School, University Of Manitoba.

What are some of Charlie Spiring's interests?

Charlie Spiring has interest in Scuba, Fine Wines, Fine Dining, Golf, Travel.

What skills is Charlie Spiring known for?

Charlie Spiring has skills like Investments, Wealth Management, Investment Advisory, Strategic Financial Planning, Asset Management, Mutual Funds, Investment Strategies, Portfolio Management, Securities, Equities, Financial Services, Leadership.

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