Wellington West continues to rank among Canada's top investment advisory firms

WINNIPEG, April 28 /CNW/ - For the eighth consecutive year, Wellington West Capital Inc. has been rated among the top three firms in Canada in the 2011 Brokerage Report Card conducted by the industry publication, Investment Executive.

Wellington West once again had a solid showing on the list, successfully capturing the number two spot.

"We are thrilled with this year's results. We are a firm built by advisors for advisors, working together as partners and striving to provide the very best service to our clients," said Kish Kapoor, President of Wellington West Holdings Inc. "This year's report card only further establishes that Wellington West is succeeding on all fronts, and that we are moving into the future with momentum."

The Brokerage Report Card measures Canada's top investment firms on the basis of several criteria, including advisor support, product selection and corporate stability.

Wellington improved its ratings in 67% of the 33 applicable categories. This strong showing is as a result of continuous improvement and growth in every facet of its business. In areas most important to advisors, Ethics, Stability, Delivery on Promises and Freedom to Make Objective Product Choices, the firm continued to rate very highly.

And this year, in a newly created category, Diversity & Inclusion Strategy, Wellington ranked number one in the country.

"I love being at Wellington," said Nancy Shewfelt, Senior Vice President and Wealth Management Consultant at Wellington West Capital Inc. and Director of Wellington West Holdings Inc. "We do what everyone else talks about. We promote only based on talent, not on gender, not on race, not on any other standard. Here, we have no boundaries or barriers to success."

"Our top ranking in this category comes as no surprise to me. This is the foundation on which we are built and the principle that we live by each and every day. Our culture of excellence, inclusion and respect is reflected in this ranking and evidence that we continue to surpass expectations," said Charlie Spiring, CEO and Founder of Wellington West Holdings Inc. "I am extremely proud of this recognition by our partners and look forward to continuing this trend in the years to come."

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, employee-owned Wellington West has become one of the largest and fastest-growing independent full-service wealth management firms in Canada with approximately $10.6 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. In addition, Wellington West Capital Inc. ranked in the top three in the 2011 Brokerage Report Card survey for the eighth consecutive year.

SOURCE Wellington West Holdings Inc.

For further information:

Kish Kapoor
204.925.2298 or kkapoor@wellwest.ca

Profil de l'entreprise

Wellington West Holdings Inc.

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