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
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.
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