Marc Albert joins firm as COO, Financial Planning
WINNIPEG, July 17 /CNW/ - Wellington West Holdings Inc., a privately
held, employee-owned financial services firm, is pleased to announce the
addition of Marc Albert as Executive Vice President and Chief Operating
Officer of Wellington West Financial Services Inc. Mr. Albert represented
Canada at the 1992 Barcelona Olympic Games as captain of the Canadian Olympic
"Marc will be instrumental in helping us continue to build an excellent
platform for growth across our financial planning network," said Wade
Lawrence, President, Wellington West Financial Services Inc.
Mr. Albert will be responsible for the daily operations of Wellington
West Financial Services Inc., working closely with Mr. Lawrence who will
continue to oversee sales growth, strategic planning and acquisitions.
Mr. Albert joins Wellington West from Investors Group, where he was Vice
President of the Atlantic region. Previously, he worked as Regional Director
of Sales and Business Development for a national life insurance and financial
planning firm and had seven years of experience as a top producing Financial
Advisor with a national brokerage organization where he specialized in
corporate and personal estate planning.
Wellington West believes in hiring talented individuals who demonstrate
leadership by working and serving to enrich Canadian communities. Mr. Albert
has helped numerous organizations over the years, including Volleyball Canada
and Volleyball New Brunswick, Université de Moncton, Scouts Canada, Calgary
Minor Soccer, Moncton Beauséjour Breast Cancer Research Foundation, Calgary
Police/Flames Sport Camps for the less fortunate, the Board of Governors of
the New Brunswick Sports Hall of Fame.
Mr. Albert holds the Chartered Financial Planner and Certified Financial
Planner designations and is currently completing a part-time MBA at the Sobey
School of Business at Saint Mary's University. He is also a motivational
speaker and is fluently bilingual in French and English.
"Marc knows what it takes to succeed at the highest levels in sports and
in business," said Kish Kapoor, President, Wellington West Holdings Inc. "We
look forward to Marc bringing his Olympic level of leadership to our financial
planning team across Canada."
About Wellington West
Wellington West Financial Services Inc. is an MFDA registered company
providing financial planning services to clients across Canada and is a
wholly-owned subsidiary of Wellington West Holdings Inc.
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
In the 15 years since its inception, employee-owned Wellington West has
become one of the largest and fastest-growing independent full-service
investment operations in Canada with $10 billion in assets under
Among its many corporate achievements, Wellington West has earned one of
the top two spots as Best Employer in Canada for the past three years, was
named one of Canada's Fastest Growing Companies in 2008 and one of Canada's
50 Best Managed Companies in 2008. In addition, Wellington has held the No.1
ranking for four of the past five years in the Investment Executive Brokerage
Report Card survey and was named No.2 Independent Investment Dealer in the
2006 Financial Post/Starmine Top Analyst Awards.
Please visit our website at www.wellingtonwest.com.
For further information:
For further information: Media Contacts: Janine Waschuk, (416) 899-2617