Clearsight program offers unique wealth management services
to U of T alumni
TORONTO, Jan. 8 /CNW/ - Wellington West Holdings Inc., a privately held,
employee-owned financial services firm, today announced it has renewed its
five-year affinity agreement with Canada's largest university. Under the
agreement, exclusive wealth management services will be provided to University
of Toronto alumni members through Wellington West subsidiary company,
"The University of Toronto was the first institution to recognize the
advantages the Clearsight program could provide for their members," said
Michael Burns, President, Clearsight, Inc. "We are honoured that U of T has
made this long-term commitment to working with Wellington West."
The Clearsight program 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
"In the current economic environment, sound financial advice and wealth
management expertise has become more important to our alumni than ever
before," said Kyle Winters, Executive Director, University Advancement
Partnerships. "The Clearsight program delivers high-quality personal attention
and financial solutions that our members have come to trust and appreciate. We
are pleased to continue this important affinity relationship."
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; Kyle Winters, University of Toronto, (416) 979-0151