wpawards winners 25

The Invesco Canada Award for Lifetime Achievement in the Industry

“I have always been an advisor and always committed to the business” – Charlie Spiring, Wellington-Altus Private Wealth


THIS YEAR’S Lifetime Achievement Award was presented to Charlie Spiring, founder and chairman of Wellington-Altus Private Wealth, who took the opportunity to reflect on his accomplishments in a career that has spanned more than three decades.


“Starting my two firms stand out as key achievements,” he said. “Building two firms against the might and steel of the big banks – I am very proud of that, and achieving great success is wonderful.”


While Spiring was happy to celebrate his accomplishments, he also noted that he’s not done just yet. “Wellington is just taking off,” he said. “As they introduced us, they noted that we are the most successful firm ever after year one and after year two, so I am looking forward to year three.”


“The award is recognition of Charlie’s continued pursuit of bringing forward the wealth management services that all clients deserve,” said Lisa-Marie McDermott, head of wealth management platforms at award sponsor Invesco Canada. “Diversity helps the client, and we need independents in the industry. He’s done that twice over and continues to improve and better the financial service industry for all clients.”

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