Top university to help alumni gain access to professional investment
WINNIPEG, Sept. 13 /CNW/ - Clearsight Inc., a subsidiary of privately
held, employee-owned Wellington West Holdings Inc., today announced an
exclusive affinity partnership agreement with one of Canada's most reputable
The University of Manitoba signed a five-year agreement to provide alumni
with access to the exclusive Clearsight Investment Program from Wellington
West. This program provides the University of Manitoba's more than 120,000
alumni with access to top advisors, premium investment products and
"Alumni will now have exclusive access to some of Canada's top investment
advisors through the Clearsight Investment Program from Wellington West," said
Clearsight President Michael Burns. "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.
"The University of Manitoba is committed to partnering with organizations
that offer unique benefits to our alumni," said Alumni Association President,
Brian Bowman. "Wellington West has demonstrated that it has a superior offer
that will benefit our alumni as well as provide ongoing support for activities
that help us advance the university's mission."
About the Alumni Association Inc. of the University of Manitoba
Established in 1921, the Alumni Association of the University of Manitoba
is one of the oldest in the country. A not-for-profit organization with a
Board of Directors, the Association's mandate is to connect alumni and friends
of the University of Manitoba.
About Clearsight Inc.
Clearsight Inc. is a subsidiary of Wellington West Holdings Inc. It is
responsible for the Clearsight Investment Program. To date, it has exclusive
partnerships with 22 leading educational institutions representing more than
two million alumni.
About Wellington West
Wellington West is a full-service independent investment dealer
specializing in family wealth management and capital markets services to
institutions and corporate issuers in certain niche markets. With more than
500 employees across Canada, Wellington West provides investment management,
financial planning, insurance, asset management and capital markets services.
Wellington West is an employee-owned company. Founded in 1993 and based
in Winnipeg, Wellington West has become one of the fastest-growing independent
full-service investment firms in Canada with more than $9.4 billion in assets
under management. Among its many corporate achievements, Wellington West was
named the No. 1 Best Employer in Canada in 2007, 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
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