Overview of Wellington West Financial Services
Inc.
Wellington West was founded in 1993 by one of Canada’s top investment
advisors, Charles Spiring. Charlie walked away from a successful career
at a major financial institution in order to create a top-quality, local
investment boutique. Charlie’s vision was to create a brokerage
owned by brokers. He was committed to selecting only the best and brightest
talent in the industry - people who lead and inspire their communities.
Over the past 15 years, Wellington West has become one of the largest and
fastest-growing independent full-service investment firms in Canada. Today,
we have more than 40 offices and 500 employees and nearly $8 billion in
client assets under administration. With our full-service brokerage at the
core, we have expanded our team of partners to include an award-winning
capital markets group, a cross-country network of financial planners and
a growing asset management division.
Among our many corporate achievements, Wellington West has earned one of
the top two spots as Best Employer in Canada for the past three years, named
one of Canada's Fastest Growing Companies in 2007 and one of Canada's 50
Best Managed Companies for 2008. In addition, Wellington West Capital Inc.
has held the No. 1 ranking for four of the past five years in the Investment
Executive Brokerage Report Card survey and Wellington West Capital Markets
Inc., was named No. 2 Independent Investment Dealer in the 2006 Financial
Post / Starmine Top Analyst Awards.
