ABOUT US
We are a portfolio manager to provide services to institutional clients and high-net-worth individuals.
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 Chartered Professional Accountants who’ve spent years working across industries — from financial institutions to real-world businesses. 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.
MEET THE TEAM
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 was 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).
Senior Portfolio Manager
Di (Andy) Wang
Andy Wang brings over a decade of financial services experience to his role as Senior Portfolio Manager at Spire Wealth Management. Known for his thoughtful approach and deep technical expertise, Andy specializes in building tailored investment portfolios and delivering holistic financial planning solutions that help clients grow and protect their wealth over the long term for successive generations.
Andy holds several of the most respected credentials in the industry, including the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and Fellow of the Canadian Securities Institute (FCSI®) designations. He earned a Bachelor of Arts in Economics and has since built a career grounded in both academic rigor and practical insight.
Prior to joining Spire Wealth, Andy most recently served as a Senior Financial Planner at one of the big five bank’s Wealth Management division in Calgary, where he served clients from multiple provinces, and advised high-net-worth individuals and families on growing net worth, retirement planning, estate strategies, risk management, wealth protection, and multi-asset portfolio design. His earlier experience at other major banks included roles in leadership, compliance, lending and investment advisory.
Andy is also an active contributor to the profession. He serves as a program committee member at Canadian Securities Institute (CSI) and a faculty member at FP Canada Institute (formerly known as FPSC Financial Planning Standards Council), focused on financial education, examination blueprint, and competency standards. He is also a longtime community volunteer as interpreter and English teacher at the local immigrant services center, and a college student mentor.
At Spire Wealth, Andy is committed to delivering independent wealth advice with integrity, tailored investment solution with unbiased assets selection, and disciplined investment management with clarity and confidence.
OUR PARTNERS
Edison Wen
Partner, CLW Partners LLP
Edison Wen is a Chartered Professional Accountant (CPA) and Certified Internal Auditor (CIA) skilled at identifying tax planning opportunities and research and creating the optimal solution tailored to clients’ needs.
With more than ten years of experience in public accounting and familiarity in Canadian Tax Court cases, Edison has a unique ability to manage multi-disciplinary projects and to navigate complex challenges. Edison also specializes in estate and tax planning for business owners and high net worth individuals, including use of trust.
Edison enjoys serving entrepreneurs of various industries and professions such as real estate developers, doctors, and oil and gas consultants. He helps startups to set up tax efficient corporate structures. Also, he assists growing companies to review and redesign tax strategy, and helps high net worth families to transfer businesses and assets to the next generation with minimal taxes.
Equipped with extensive experience in contract compliance audit, Edison has been helping top Canadian oil and gas companies recover millions of dollars costs and identified risks and potential for improvement in future.
Heng (Mavis) Luo
Partner, Skyline Legal Group LLP
Heng (Mavis) Luo is a versatile legal practitioner with an extensive and diverse background in law, finance, and engineering, providing her with a unique and strategic approach to her legal practice. After immigrating to Canada in 2017, Mavis completed her Canadian legal education in 2019, articled at a mid-sized firm in Calgary in 2021, and was called to the Alberta bar in January 2023.
Prior to her Canadian practice, Mavis earned an LLM in Law in the UK and completed the Legal Practice Course (LPC) for England C Wales. She also holds a master’s degree in finance and a bachelor’s degree in engineering from prestigious UK institutions, adding a robust technical and financial foundation that complements her legal expertise.
Mavis’s professional credentials include the CMA® (Certified Management Accountant) and CVA® (Chartered Valuation Analyst) certifications, underscoring her advanced financial and analytical skills. These qualifications enhance her work in areas such as corporate law,
business transactions, and estate planning, enabling her to deliver exceptional value to clients.
As a dedicated lifelong learner, Mavis strongly values continuous education. She has earned the TEP (Trust and Estate Practitioner) designation and is a full member of STEP, reflecting her commitment to providing clients with comprehensive guidance in family business and succession planning. With her extensive background in investment and finance, Mavis is well-positioned to offer clients invaluable insights in these critical areas of legal practice.
Before relocating to Canada, Mavis amassed over a decade of experience in finance and international trade, developing an in-depth understanding of the Chinese investment landscape. She was entrusted with the establishment of localized financial platforms across the United States, Brazil, Mexico, India, and several Southeast Asian countries. This extensive background and diverse professional experience have been instrumental in delivering exceptional results and earning the trust and recognition of her clients.
Mavis’s practice areas include residential and commercial transactions, corporate law, mergers and acquisitions, succession and family trusts, wills and estate planning, family law, and immigration. Fluent in English, Mandarin, and Cantonese, Mavis is pleased to offer services in any of these languages.
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