TORONTO, Jan. 28 /CNW/ - Wellington West Holdings Inc., a privately held,
employee-owned financial services firm, today announced it has renewed its
five-year affinity agreement with Queen's University. Alumni members of
Queen's will continue to receive access to exclusive wealth management
services through Clearsight Inc., a subsidiary of Wellington West.
"During these difficult markets more and more people are looking for
advice to help manage their financial affairs," said Michael Burns, President,
Clearsight Inc. "By continuing our relationship, Wellington West will continue
to provide our unique wealth management program to more of Queen's alumni
The Clearsight program of Wellington West provides members of
participating university alumni associations access to top advisors, premium
investment products and straightforward pricing. Through the program,
Wellington West investment advisors are hand-picked to work with alumni
clients. Each client is matched with an investment advisor whose credentials,
experience, objectivity and track record are best suited to meet the
individual's investing profile and objectives.
"Queen's alumni expect the highest level of quality and service from our
affinity partners and Clearsight has proven to be a popular program," said
Judith Brown, Associate Vice-Principal (Alumni Relations), Queen's University.
"We feel it's critical to offer strong wealth management services for our
members and look forward to a long relationship with Wellington West."
The Clearsight investment program is the dominant provider of affinity
wealth management services for alumni and professionals in Canada. Clearsight
has partnered with more than 20 leading universities, representing more than
two million well-educated and top income-earning professionals in Canada.
About Wellington West
The Wellington West group of companies provides full-service brokerage,
financial planning, asset management and capital markets services. In the 15
years since its inception, employee-owned Wellington West has become one of
the largest and fastest-growing independent full-service wealth management
firms in Canada with approximately $8 billion in assets under administration.
Among its many corporate achievements, Wellington West has been ranked among
the top 10 Best Employers in Canada for the past four years, named one of
Canada's Fastest Growing Companies in 2007 and re-qualified as one of Canada's
50 Best Managed Companies in 2007. In addition, Wellington West ranked No. 3
in the 2007 Brokerage Report Card survey, having held the No. 1 spot for four
of the past five years.
For more information, visit www.wellingtonwest.com.
For further information:
For further information: Media Contacts: Janine Waschuk, Wellington
West, (416) 899-2617