MEET THE TEAM
At Spire Wealth Management, we believe that preserving and growing cash flow and wealth require a keen understanding of investing, analytical thinking, and trusted professionals who bring transparency and integrity to every client relationship.
Our goal is to help raising businesses and high-net individuals preserve their existing wealth, while we tailor investment strategies to grow their assets and achieve their goals. With decades of experience in accounting, investing, and business, our team brings a unique perspective and an analytical, fact-tested approach to every interaction.
Spire was co-founded by accountants. That means we understand money and are committed to taking care of yours – by guarding it closely and growing it responsibly. Our promise is to give you peace of mind that your cash and investments will be there for the long term, so you can expand your business, transition into retirement, or leave a legacy for your loved ones.
Spire Wealth Management is proud to be one of only a small number of investment firms with a head office in Calgary, Alberta. We are registered to serve clients in Alberta, British Columbia, and Manitoba, and plan to expand further to help clients across the country and the continent reach their financial goals.
Learn more by contacting us today.
We are a portfolio manager to provide services to institutional clients and high-net-worth individuals.
ABOUT US
Alden Aumann
CEO, Director and Co-Founder, UDP
Alden has deep connections within the business community, having been an entrepreneur and an investor in other companies for nearly 40 years. He’s the managing partner of one of B.C.’s top 10 accounting firms, transforming it from a small no name firm 25 years ago to one of the best in the province today.
Alden takes a hands-on approach to find innovative answers, providing clients with creative solutions to their financial issues through proactive, personalized service.
FEATURED
CFO, Director and Co-Founder, CCO
Cecilia Chen
Cecilia is a seasoned executive in the asset and wealth management industry. Prior to entering the finance industry, she held executive and/or senior management positions in various industries such as accounting, Oil and Gas and Financial services.
Cecilia earned the KPMG Accounting award in 2004 as the top graduates’ from business school and received the CPA Alberta Early Achievement Award in 2013. She currently sits on the board of the CPA Alberta and volunteers with a number of other non-profit organizations.
FEATURED
CIO and Portfolio Manager
Gavin Graham
Gavin is a well-respected executive in the asset and wealth management field.
For more than 35 years, Gavin has served as a senior investment manager professional, managing asset management and mutual fund businesses on three continents. He has held senior management roles with major fund management houses and chartered and international banks in London, Hong Kong, San Francisco and Toronto.
Gavin is also a well-known and regarded commentator in many business media such as BNN Bloomberg, the CBC and the Globe and Mail. He co-authored two books on frontier markets: Investing in Frontier Markets (Wiley 2013) and Frontier Markets for Dummies (Wiley 2014). He is one of the longest standing contributors to Gordon Pape’s newsletters, The Income Investor and Internet Wealth Builder and appears regularly on BNN Bloomberg. Gavin is also a Trustee of the Investment Committee of the Royal Medical Foundation (UK).
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