Charlie Spiring
Founder at Wellington-Altus Private Wealth, Inc.
Network origin in Charlie Spiring first degree
Entity | Entity type | Industry | |
---|---|---|---|
Wellington-Altus Private Wealth, Inc.
Wellington-Altus Private Wealth, Inc. Investment ManagersFinance Wellington-Altus Private Wealth, Inc. (Wellington-Altus) is a wealth management firm headquartered in Winnipeg, Canada. The firm was founded in 2017 as Altus Securities, Inc. They are a subsidiary of Wellington-Altus Financial, Inc. Wellington-Altus offers financial advice and asset management to high net-worth individuals, families, business owners and organizations.
10
| Subsidiary | Investment Managers | 10 |
Wellington-Altus Financial, Inc.
Wellington-Altus Financial, Inc. Investment ManagersFinance Wellington-Altus Financial, Inc. provides wealth management, investment, and protection services. The private company is based in Aurora, Canada, and has subsidiaries in Canada. The Canadian company was founded in 2017 by Todd Curtis Degelman, Charlie Spiring, and Shaun Hauser.
10
| Holding Company | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Spiring via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Manitoba | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wellington West Capital, Inc.
Wellington West Capital, Inc. Investment Banks/BrokersFinance Wellington West Capital, Inc. engages in the provision of securities brokerage services. It also offers investment advice to clients with an offering of managed investment solutions as well as expertise on individual security selection including equities; fixed income; currencies; mutual and exchange-traded funds; alternative investments; and hedging strategies. The company was founded by Charles Spiring in 1993 and is headquartered in Winnipeg, Canada. | Investment Banks/Brokers | President Director of Finance/CFO Sales & Marketing | |
Wellington-Altus Private Counsel, Inc.
Wellington-Altus Private Counsel, Inc. Investment ManagersFinance Wellington-Altus Private Counsel, Inc. provides wealth management services. The company is headquartered in Winnipeg, Canada. | Investment Managers | Director/Board Member Director/Board Member | |
Russell Investments Canada Ltd.
Russell Investments Canada Ltd. Investment ManagersFinance Russell Investments Canada Ltd. is an investment advisor headquartered in Toronto, Ontario. The firm was previously a wholly-owned subsidiary of Emerald Acquisition Ltd., which was acquired by Russell Investments Group, Ltd. from Frank Russell Co. in 2016. The firm was founded in 1936, and provides investment management services to institutional investors, financial advisors and individuals. | Investment Managers | Chairman | |
G.research LLC
G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Investment Banks/Brokers | Analyst-Equity | |
Actionmarguerite (Saint-Boniface), Inc.
Actionmarguerite (Saint-Boniface), Inc. Medical/Nursing ServicesHealth Services Actionmarguerite (Saint-Boniface), Inc. provides assisted living care services. It offers personal care, care for adults with complex and chronic care needs, specialized care for persons suffering from dementia and related behaviour's, spiritual care & recreation services, day centre, supportive housing, rehabilitation services and social work, food and housekeeping services and resident financial services. The company is headquartered in Winnipeg, Canada. | Medical/Nursing Services | Director/Board Member | |
BMO Nesbitt Burns, Inc.
BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Financial Conglomerates | Portfolio Manager-Equities | |
United Way of Winnipeg
United Way of Winnipeg Miscellaneous Commercial ServicesCommercial Services United Way of Winnipeg operates as non-profit organization which is engaged in providing social services. The company is headquartered in Winnipeg, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Wellington-Altus Usa, Inc. | President | ||
University of Alberta | College/University | Undergraduate Degree | |
York University | College/University | Masters Business Admin | |
Franklin Bissett Investment Management
Franklin Bissett Investment Management Investment ManagersFinance Franklin Bissett Investment Management (FBIM) is the Canadian investment management division of Franklin Templeton Investment Corp., an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Franklin Resources is a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments, a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2, LibertyShares and Edinburgh Partners brand names. FBIM was founded in 1982 and is headquartered in Calgary, Alberta. The firm manages equity, fixed income, and balanced mutual funds for Canadian investors. | Investment Managers | Analyst-Fixed Income | |
Richardson Wealth (USA) Ltd. (Investment Management)
Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Investment Managers | Portfolio Manager-Equities | |
Huron University College | College/University | Undergraduate Degree | |
I. G. Investment Management Ltd.
I. G. Investment Management Ltd. Investment ManagersFinance I. G. Investment Management Ltd. (IGIM) is a Canadian mutual fund manager headquartered in Winnipeg, Manitoba. In 2017, IGM Financial Inc. (TSE: IGM) combined the investment management functions of Investors Group, Inc. and Mackenzie Investments to form a single global investment management organization. The firm is a subsidiary of Investors Group, Inc., ultimately held by Power Corp. of Canada (TSE: POW). IGIM offers a diverse group of mutual funds covering different industry sectors for individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Ernst & Young, Inc.
Ernst & Young, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Ernst & Young Global Ltd., Ernst & Young, Inc. is a professional services firm based in Toronto, Canada. The Canadian company provides a range of services and solutions to help clients transform, grow, and operate. The company's services include strategy consulting, analytics consulting, people advisory services, transactions and corporate finance, assurance, tax planning, and legal services. The company also offers advanced technology, audit technology, tax technology, and managed services. Ernst & Young is committed to creating long-term value for all stakeholders and building a better working world. The CEO of the company is Jad Shimaly. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cardinal Capital Management, Inc.
Cardinal Capital Management, Inc. Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI). | Investment Managers | Director of Finance/CFO | |
Wellington West Holdings, Inc.
Wellington West Holdings, Inc. Insurance Brokers/ServicesFinance Part of National Bank of Canada, Wellington West Holdings, Inc. is a Canadian company that provides insurance brokerage services. The company is based in Winnipeg, Canada. The company was founded by Charlie Spiring. Wellington West Holdings was acquired by National Bank of Canada on July 15, 2011 for $279.41 million. | Insurance Brokers/Services | Director of Finance/CFO | |
ADAMS NATURAL RESOURCES FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
PEOPLE CORPORATION | Miscellaneous Commercial Services | Director of Finance/CFO | |
Momentum Healthware, Inc.
Momentum Healthware, Inc. Packaged SoftwareTechnology Services Momentum Healthware, Inc. specializes in the development, delivery, integration and support of software solutions for the healthcare industry. It serves the needs of governments and private organizations who coordinate and/or provide care to people in small to medium-sized hospitals, the continuum of long-term care facilities, home care, and the community. The company was founded in 1995 and is headquartered in Manitoba, Canada. | Packaged Software | Director of Finance/CFO | |
RUSSELL INVESTMENTS FIXED INCOME POOL | Investment Trusts/Mutual Funds | Director/Board Member | |
McMaster University | College/University | Masters Business Admin | |
University of British Columbia | College/University | Undergraduate Degree |
Statistics
International
Canada | 26 |
United States | 3 |
Sectoral
Finance | 13 |
Consumer Services | 7 |
Commercial Services | 5 |
Miscellaneous | 3 |
Health Services | 2 |
Operational
Director/Board Member | 15 |
Portfolio Manager-Equities | 11 |
Director of Finance/CFO | 9 |
Undergraduate Degree | 9 |
Corporate Officer/Principal | 7 |
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