Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.*Investment Executive 2023 Brokerage Report Card.

Associate

Office Administrator

Motion & Graphic Designer

Wellington-Altus

Senior Investment Associate

Registrations Officer

Client Associate

Administrative Assistant

Receptionist/Branch Operations

Head Teller

Senior Associate Investment Advisor

Investment Associate

Client Service Associate

Associate Investment Advisor

Financial Advisor

Associate Vice President, Insurance Compliance

Senior Manager, Strategic Initiatives

Insurance Services Manager (Canada)

Relationship Manager, National Accounts

Manager New Business Operations, Life and Health

Credit Specialist

Manager, Mutual Fund Operations and Fixed Income Products

Team Manager, Investment Associate

Administrative Assistant, Wealth Management

Territory Sales Coordinator, Wealth Sales

Senior Compliance Analyst - Registrations

Compliance Analyst -Registrations

Compliance Administrator

Management

Individualized Day Services Supervisor (Vocational, Recreation & Retirement)

Individualized Day Services Program Supervisor (IRRS)

Direct Support Worker

Assistant Manager

Senior Portfolio Manager

Portfolio Manager

Associate Portfolio Manager

Board Member

Chairperson

Senior Wealth Advisor

Investment Advisor

Advocacy chair

Senior Financial Consultant

Sales Representative

Bartender

Salesforce

Cloudflare DNS

Amazon SES

SMTP.com

Outlook

Microsoft Office 365

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.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.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.

Spiring Wealth Management

Assistant

Banking Advisor

Operations/Sales

Founder & Chairman, Senior Wealth Advisor

Founder and Chairman

Senior Vice President & Senior Investment Advisor

Vice Chair of the National Bank Financial Wealth Management Executive Committee

Board Chairman

Vice Chairman of the Executive Committee

CEO, Chairman of the Board

Associate Investment Advisor, Insurance Advisor

Wealth Advisor

Senior Investment Advisor

Executive Vice-President, Chief Financial Officer, Senior Investment Advisor

Founder, Executive Vice-President & Senior Wealth Advisor

Founder, Executive Vice-President and Senior Investment Advisor

Senior Vice President and Senior Investment Advisor

Executive Vice-President & Chief Financial Officer

Investment and Insurance Advisor

Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn't just about getting financial and investing guidance. It's about building relationships.We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG). Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.

Branch Assistant

Richardson Wealth

Amazon AWS

VueJS

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff.La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.https://www.rbc.com/conditions-dutilisation/

Alex Litinsky

Associate Investment Advisor at Wellington-Altus

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