TORONTO, Jan. 26 /CNW/ - Wellington West Holdings Inc., a privately held, employee-owned financial services firm, today announced it has entered into a five-year affinity agreement with University of New Brunswick Associated Alumni to receive access to exclusive wealth management services through Clearsight Inc., a subsidiary of Wellington West.
"We are excited about securing our first university partner in the Maritimes," said Michael Burns, President of Clearsight Inc., the division of Wellington West responsible for the program. "We have a significant presence in the region, and our experienced Investment Advisors will provide a high level of wealth management services and expertise to UNB's alumni."
The Clearsight program of Wellington West provides members of participating 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.
"Clearsight's proven track-record and credibility made it the clear choice to offer our alumni investment and retirement planning services," said Rob Parker, Executive Director of the UNB Associated Alumni. "The Clearsight program offers high-quality personal attention and financial solutions that our members need in these changing markets. We are excited to be able to offer this valuable service to our alumni."
The Clearsight investment program is the dominant provider of affinity wealth management services for alumni and professional groups in Canada. Clearsight has partnered with more than 23 leading institutions, 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 over 16 years since its inception, the employee-owned Wellington West has become one of the largest and fastest-growing independent full-service wealth management firms in Canada with approximately $8.7 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 five years, named one of Canada's Fastest Growing Companies in 2007 and recognized as one of Canada's 50 Best Managed Companies for three consecutive years. In addition, Wellington West ranked No. 3 in the 2008 Brokerage Report Card survey, having historically held the No. 1 spot for four of the past five years. 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.
SOURCE WELLINGTON WEST HOLDINGS INC.
For further information: For further information: visit www.wellingtonwest.com; Media Contacts: Michael Burns, (416) 313-3069, or email@example.com