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Wellington-Altus Founder and Chair Charlie Spiring named to the Order of Manitoba

May 12, 2025

WINNIPEG, TORONTO, and MONTRÉAL, [Monday, May 12, 2025] — Wellington-Altus Financial Inc. (Wellington-Altus)—parent company to Canada’s top-rated* investment dealer—is pleased to learn that Charlie Spiring, Founder and Chair of the company, has been appointed to the prestigious Order of Manitoba.

Established in 1999, the Order of Manitoba is the province’s highest honour, recognizing individuals who have made significant contributions to the social, cultural, or economic well-being of Manitoba and its residents.

According to a news release from the Lieutenant-Governor of Manitoba, Spiring has been recognized for his exceptional achievements as a successful investment advisor and his profound philanthropic efforts, which have profoundly impacted the community. Through his foundation, Charlie has generously supported numerous local initiatives, including Siloam Mission, Adoption Options Manitoba, Health Sciences Centre Foundation, and the CancerCare Manitoba Foundation. Notably, he spearheaded the ‘InSpiring Match’ for United Way Winnipeg, a landmark initiative that provided crucial support to family centres across Winnipeg.

In response to the announcement, Founder and CEO Shaun Hauser said: “I couldn’t be happier for Charlie. This honour is a reflection of who he is—not just as a visionary leader and successful businessperson, but as someone who cares about people and his community. His generosity has made a difference in the lives of many Manitobans. All of us at Wellington-Altus are proud to celebrate this moment with him.”

Spiring will be officially recognized during a ceremony on July 17, 2025 at the Manitoba Legislative Building, where he will join a distinguished group of 12 Manitobans who will be receiving this honour.

About Wellington-Altus Financial Inc.

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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country and approaching 1,000 employees, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2024 Brokerage Report Card.

Media Inquiries:

Greg Burch

Partner

FGS Longview

204.250.9244

greg.burch@fgslongview.com

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February Market Insights: Fortress America and the Colony Next Door

February 4, 2026

Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to—not subordinate to—the Monroe Doctrine, the 1823 U.S. policy that warned European powers against further colonization or interference in the Western Hemisphere. It represents a new organizing framework for U.S. power that blends hard power, economic nationalism, and pro-growth domestic policy.

Why Planning?

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Deadline Reminder: 2025 Prescribed Rate Loan Interest Payment

January 22, 2026

What is a prescribed rate loan?

A prescribed rate loan is one of the few income-splitting opportunities provided to Canadians that does not violate the various “attribution rules” found in Canada’s Income Tax Act. These “attribution rules” are designed to prevent high-tax bracket individuals from shifting investment income to a lower-tax bracket individual’s hands.

Independent Advisor Solutions Expands Partnership with Goldman Sachs Asset Management to Launch International Active Equities MiBLOX

January 19, 2026

Independent Advisor Solutions (“iAS”) today announced an expansion of its strategic partnership with Goldman Sachs Asset Management (“GSAM”) with the launch of International Active Equities, an institutional-grade international equity strategy available exclusively to Canadian advisors through iAS. The strategy strengthens the MiBLOX platform, which provides purpose-built, manager-designed building blocks for modern portfolio construction.

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), Independent Advisor Solutions Inc., (IAS) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

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