Wellington West Clearsight Affinity Program Moves to Accretive Advisor

Accretive Advisor's unique matching service for Investors and Financial Advisors to operate Canada's largest investment affinity program.

TORONTO, April 20 /CNW/ - Wellington West Holdings Inc. (Wellington West) and Accretive Advisor (Accretive), along with its parent company Accretive 360 Inc., announced today that the Wellington West Clearsight Affinity Program (Clearsight) will move to the Accretive platform.

Since its founding in 2003, Clearsight has grown to be Canada's largest investment affinity program. Today, it is partnered with more than 20 university alumni associations and represents a combined alumni base of more than 2 million Investors.

This transaction will give alumni and professionals across the country access to Accretive's unique service, which matches Investors with their ideal Advisor in order to build a more successful financial relationship. Accretive will also soon launch an online service that provides education, resources and tools to promote financial literacy and Investor engagement.

"The Accretive services allow us to leverage the benefits provided by our exclusive affinity partnerships," said Michael Burns, President of Clearsight. "The opportunity to access their robust platform of financial education and engagement, Canada's first Investor-Advisor matching service, and their exclusive Accretive Elite Advisor Program makes this an exciting new venture for us."

"This is an important step for the Clearsight affinity program and we're thrilled to be able to take the program to the next level," said Kish Kapoor, President of Wellington West Holdings Inc. "Michael Burns has played a critical role in developing Clearsight and will now move to Accretive as Executive Vice President, Business Development & Public Affairs.  We're especially proud to bring Clearsight into partnership with a like-minded firm who strongly believes in offering Investors quality advice, and we embrace their vision wholeheartedly."

Randy Ambrosie, Founder and CEO of Accretive, is equally enthusiastic: "Bringing Clearsight into our tent allows us to substantially expand both our service offering and our reach. We can expand our network of Advisors by welcoming a group of select advisors from Wellington West. Many of them have a long history of serving Investors at universities and elsewhere. We look forward to working with our new affinity partners to give their members more opportunities to learn more about their finances and, in the end, to help them find and build more successful financial relationships."

About Wellington West
The Wellington West group of companies provides full-service brokerage, financial planning, asset management and capital markets services. Over the past 18 years, the employee-owned Wellington West has become one of the largest and fastest-growing independent full-service wealth management firms in Canada with more than $10.5 billion in assets under administration.

Among its many corporate achievements, Wellington West has been ranked in the top quartile of the 50 Best Employers in Canada for the past six consecutive years, named one of Canada's Fastest Growing Companies in 2010, and recognized as one of Canada's 50 Best Managed Companies for five consecutive years and 11 times overall. In addition, Wellington West Capital Inc. ranked in the top three in the 2010 Brokerage Report Card survey for the seventh consecutive year. Its founder and CEO, Charlie Spiring, won the top honour in the professional/financial services category of the Ernst & Young 2009 Entrepreneur of the Year Awards for the Prairies region. For more information, visit www.wellingtonwest.com.

About Accretive 360 Inc.
Accretive 360 Inc. ("Accretive") is an online network that distinguishes, promotes and matches Canada's best Financial Advisors with Investors.  We distinguish the best Advisors by creating a standard of excellence and promote them via a media platform that engages Investors.  We help Investors find, assess and partner with an Advisor who meets their exact needs and circumstances.  Simply put, we believe there is a great opportunity to elevate the Investor/Advisor relationship to its full potential. For more information, visit www.accretiveadvisor.com.

SOURCE Wellington West Holdings Inc.

For further information:

Kish Kapoor Randy Ambrosie Michael Burns
President President and CEO Executive Vice President,
Business Development & Public
Affairs
Wellington West Holdings Inc. Accretive 360 Inc. Accretive 360 Inc.
204.925.2298 289.430.7234 416.898.2428
kkapoor@wellwest.ca rambrosie@accretiveadvisor.com mburns@accretiveadvisor.com

 

Profil de l'entreprise

Wellington West Holdings Inc.

Renseignements sur cet organisme


FORFAITS PERSONNALISÉS

Jetez un coup d’œil sur nos forfaits personnalisés ou créez le vôtre selon vos besoins de communication particuliers.

Commencez dès aujourd'hui .

ADHÉSION À CNW

Remplissez un formulaire d'adhésion à CNW ou communiquez avec nous au 1-877-269-7890.

RENSEIGNEZ-VOUS SUR LES SERVICES DE CNW

Demandez plus d'informations sur les produits et services de CNW ou communiquez avec nous au 1‑877-269-7890.