First Quebec University to give alumni access to professional investment
TORONTO, Jan. 29 /CNW/ - Wellington West Holdings Inc., a privately held,
employee-owned financial services firm, today announced the signing of an
exclusive partnership agreement with Concordia University in Montreal. The
five-year agreement will provide alumni with access to the exclusive
Clearsight Investment Program from Wellington West. This program provides more
than 120,000 alumni with access to top advisors, premium investment products
and straightforward pricing.
"Alumni will now have exclusive access to some of Canada's top investment
advisors through the Clearsight Investment Program from Wellington West," said
Michael Burns, president of Clearsight. "The program offers alumni the same
level of advice and service that is normally and increasingly only available
to high net worth investors."
Wellington West investment advisors are hand-picked to work with alumni
in the program. 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.
"Concordia University is keenly interested in offering its alumni
services and benefits that can be delivered by a firm with outstanding
credentials and a proven track record for success," said Alumni Association
President Sean Sprackett. "We are confident that Wellington West, a leading
Canadian brokerage firm, will provide a superior offer that will benefit our
alumni, as well as ongoing support for activities that help us advance the
The partnership agreement grants Wellington West exclusive sponsorship
and advertising rights. As a new and valuable source of revenue for Concordia,
Wellington West's contribution will assist the institution with its mandate by
supporting alumni events and activities.
About Concordia University
Concordia University's reputation as one of Canada's most dynamic and
innovative universities has its roots in more than 180 years of academic
excellence and student success. These traditions of individual empowerment,
discovery and leadership building were developed by the University's founding
institutions - Loyola College and Sir George Williams University - and are
advanced locally and beyond. Concordia has adopted an international approach
to learning, research and social responsibility that informs the
250 undergraduate programs and more than 100 graduate programs, diplomas and
certificates offered across its faculties and schools. Today, Concordia boasts
a total enrollment of more than 44,000 students and more than 140,000 alumni.
About Clearsight Inc.
Clearsight Inc. is a subsidiary of Wellington West Holdings Inc. It is
responsible for the Clearsight Investment Program. To date, Wellington West
has exclusive partnerships with 22 leading educational institutions in Canada,
representing more than two million alumni. For more information please visit:
About Wellington West
The Wellington West group of companies provides full-service brokerage,
financial planning, asset management and capital markets services. Principal
among its operations is Wellington West Capital Inc., a member of CIPF and a
full-service investment dealer with offices across Canada, and Wellington West
Capital Markets Inc., an industry leading provider of equity research,
institutional sales and trading and corporate finance for small and mid-cap
corporations. In the 13 years since its inception, the employee-owned
Wellington West has become one of the largest and fastest-growing independent
full-service investment operations in Canada with more than $9.7 billion in
assets under administration. Among its many corporate achievements, Wellington
West was named the No. 2 Best Employer in Canada in 2008, one of Canada's
Fastest Growing Companies in 2007 and one of Canada's 50 Best Managed
Companies for 2006. In addition, Wellington West retained its No. 1 ranking
for a record fourth consecutive year in the 2007 Brokerage Report Card survey
and was named No. 2 Independent Investment Dealer in the 2006 Financial
Post/Starmine Top Analyst Awards.
For further information:
For further information: Media contact: Janine Waschuk, (416) 899-2617,
or firstname.lastname@example.org; Lucy Niro, Concordia University, (514) 848-2424, ext.