TORONTO
,
Jan. 26
/CNW/ -
Wellington
West Holdings Inc., a privately held, employee-owned financial services firm, today announced it has entered into a five-year affinity agreement with University of
New Brunswick
Associated Alumni to receive access to exclusive wealth management services through Clearsight Inc., a subsidiary of
Wellington
West.
"We are excited about securing our first university partner in the Maritimes," said
Michael Burns
, President of Clearsight Inc., the division of
Wellington
West responsible for the program. "We have a significant presence in the region, and our experienced Investment Advisors will provide a high level of wealth management services and expertise to UNB's alumni."
The Clearsight program of
Wellington
West provides members of participating alumni associations access to top advisors, premium investment products and straightforward pricing. Through the program,
Wellington
West Investment advisors are hand-picked to work with alumni clients. 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.
"Clearsight's proven track-record and credibility made it the clear choice to offer our alumni investment and retirement planning services," said
Rob Parker
, Executive Director of the UNB Associated Alumni. "The Clearsight program offers high-quality personal attention and financial solutions that our members need in these changing markets. We are excited to be able to offer this valuable service to our alumni."
About Clearsight
The Clearsight investment program is the dominant provider of affinity wealth management services for alumni and professional groups in
Canada
. Clearsight has partnered with more than 23 leading institutions, representing more than two million well-educated and top income-earning professionals in
Canada
.
About
Wellington
West
The
Wellington
West group of companies provides full-service brokerage, financial planning, asset management and capital markets services. In over 16 years since its inception, the employee-owned
Wellington
West has become one of the largest and fastest-growing independent full-service wealth management firms in
Canada
with approximately
$8.7 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 five years, named one of Canada's Fastest Growing Companies in 2007 and recognized as one of Canada's 50 Best Managed Companies for three consecutive years. In addition,
Wellington
West ranked No. 3 in the 2008 Brokerage Report Card survey, having historically held the No. 1 spot for four of the past five years. 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 further information: visit www.wellingtonwest.com; Media Contacts: Michael Burns, (416) 313-3069, or [email protected]
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