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We’ve been in this business for a long time—and developed a reputation as the best of the best.
No one knows financial advisory services like Charlie Spiring — and with Spiring Wealth Management, he’s assembled a highly-skilled team of experts with deep collective experience, specializing in customized and innovative wealth strategies for high-net-worth clients, through every stage of life.
Charlie Spiring: Industry Innovator, Visionary Leader
Unparalleled Client Dedication
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.
Track Record of Success
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.
Today’s Top Firm
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 six years, Wellington-Altus has grown to more than $25 billion in assets under administration with offices across the country. The firm was rated as the #1 wealth advisory firm in Canada in the Investment Executive Brokerage Report Card (2020-2023) and named one of Canada’s Best Managed Companies (since 2021).
“While traditional investment firms hamper their brightest people with quotas and a limited range of investment products, our independence attracts the most innovative advisors out there, and empowers them to create tailored wealth solutions for each client—your best interests always come first.”
– Charlie Spiring
“While traditional investment firms hamper their brightest people with quotas and a limited range of investment products, our independence attracts the most innovative advisors out there, and empowers them to create tailored wealth solutions for each client—your best interests always come first.”
– Charlie Spiring
Charlie Spiring: Industry Innovator, Visionary Leader
Unparalleled Client Dedication
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.
Track Record of Success
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.
Today’s Top Firm
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.