{"id":2138,"date":"2021-05-26T12:55:55","date_gmt":"2021-05-26T17:55:55","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/spiring\/?page_id=2138"},"modified":"2024-10-11T11:39:37","modified_gmt":"2024-10-11T16:39:37","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/spiring\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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Local roots. World-class solutions.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We\u2019ve been in this business for a long time\u2014and developed a reputation as the best of the best.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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No one knows financial advisory services like Charlie Spiring \u2014 and with Spiring Wealth Management, he\u2019s 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tLet\u2019s Discuss Your Unique Needs<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Charlie Spiring: Industry Innovator, Visionary Leader<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Unparalleled Client Dedication<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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With over 40 years of client service and distinguished experience, Charlie Spiring\u2019s national reputation and unfaltering commitment to excellence has attracted an elite team at Spiring Wealth Management. We\u2019re 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Track Record of Success<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s Best Managed Companies for 15 consecutive years. Even after selling the firm to National Bank for $333 million, Charlie wasn\u2019t done yet\u2014in fact, he was just getting started.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Today\u2019s Top Firm<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2014because they\u2019ve been through it. In only six years, Wellington-Altus has grown to more than $35 billion in assets under administration with offices across the country. Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the top-rated* investment dealer in Canada (Investment Executive 2024 Brokerage Report Card) and one of Canada\u2019s Best Managed Companies.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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“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\u2014your best interests always come first.”<\/p>

– Charlie Spiring<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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“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\u2014your best interests always come first.”<\/p>

– Charlie Spiring<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Charlie Spiring: Industry Innovator, Visionary Leader<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Unparalleled Client Dedication<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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With over 40 years of client service and distinguished experience, Charlie Spiring\u2019s national reputation and unfaltering commitment to excellence has attracted an elite team at Spiring Wealth Management. We\u2019re 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Track Record of Success<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2019s Best Managed Companies for 15 consecutive years. Even after selling the firm to National Bank for $333 million, Charlie wasn\u2019t done yet\u2014in fact, he was just getting started.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Today\u2019s Top Firm<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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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\u2014because they\u2019ve 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\u2019s Best Managed Companies in 2021.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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The Spiring Wealth Experience <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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All-Inclusive Services<\/div>
We\u2019re your single destination for investment strategy and wealth planning. We offer all the services you need to support your finances\u2014from investments to taxation and estate preparation to succession planning.<\/div><\/div><\/div><\/div>
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All-Encompassing Life Stages<\/div>
Our team remains the stable and dedicated resource proactively planning for, and managing, the moving parts of your family\u2019s wealth as you enter different phases in your lives.<\/div><\/div><\/div><\/div>
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All-Star Team Support<\/div>
We have a diverse set of team members who share the same value \u2013 doing what is best for our clients, every time. Our agile approach to the complex needs of high-net-worth clients recognizes that wealth management has evolved from selling cookie-cutter solutions, to specialized service and independent advice. We offer objective and impartial wealth advice with no sales quotas, conflicts or competing interests.<\/div><\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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What Our Clients Are Saying...<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\u201cThe Spiring Wealth Management team has helped us navigate family and business changes while making the transition to Wellington-Altus seamless. From moving accounts between firms to near real-time updates on their digital platform, it has been a great experience. The team has been able to create truly customized investment options, provides services well beyond traditional financial planning and through Wellington Altus, has more tools available to manage my portfolio.\u201d\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tEntrepreneur<\/span>Family and Business Wealth Management client of more than 16 years<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\t\u201cSince first partnering with Charlie after the sale of a business, we\u2019ve now trusted his team to guide our overall family wealth for more than eight years. We very much appreciate Charlie\u2019s vision and forward thinking. He brings a creative approach to the market informed by both national and international perspectives. The transition to Wellington-Altus was extremely smooth and we\u2019re so glad to have Spiring Wealth Management at the helm of our finances for the long-term.\u201d\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tRetired CEO of National Company<\/span>Family and Business Wealth Management client of more than 8 years<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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Local roots. World-class solutions. We\u2019ve been in this business for a long time\u2014and developed a reputation as the best of the best. No one knows financial advisory services like Charlie Spiring \u2014 and with Spiring Wealth Management, he\u2019s assembled a highly-skilled team of experts with deep collective experience, specializing in customized and innovative wealth strategies […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-2138","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/pages\/2138","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/comments?post=2138"}],"version-history":[{"count":3,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/pages\/2138\/revisions"}],"predecessor-version":[{"id":2785,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/pages\/2138\/revisions\/2785"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/media?parent=2138"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}