With a career spanning over 40 years, Charlie Spiring has become one of Canada’s most well-known and respected financial services advisors. He 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.

Now, with Wellington-Altus Private Wealth, Spiring is still driven to build another cross-country provider of investment strategy and comprehensive wealth planning for high-net-worth and ultra-high-net-worth individuals. As founder and chairman of the firm, Charlie is responsible for all strategic direction and oversight of Wellington-Altus Private Wealth–the #1 rated investment firm in Canada (as published in the 2021 Investment Executive Brokerage Report Card) and one of Canada’s Best Managed Companies.

“Independent wealth management puts clients first in a way that large corporate institutions just can’t. Independent advisors are motivated because they’re not tied to selling bundled investments or meeting sales quotas. Instead, they can focus on delivering financial advice to clients and managing their assets on world-class platforms.”