About Us

Wellington West is like no other investment firm

By leveraging the power of affinity marketing, we are able to offer several unique and tangible benefits through the Clearsight Investment Program that are normally not accessible through traditional retail brokers, financial planners and other advice channels.

A one-to-one relationship with an experienced and qualified Investment Advisor

Our Investment Advisors have been carefully selected on the basis of credentials, experience, qualifications and track record. They are, quite simply, some of the best Advisors in Canada.

Advice not driven by commissions

Unlike most full-service brokers and financial planners, our Investment Advisors do not earn an individual commission based on whether a client places a trade order. Because our Investment Advisor’s don’t have any compensation stake in the buy or sell advice they are giving, they serve our client’s interests first when they make recommendations.

Access to a wide range of quality investment products and account options

We offer a broad platform of products and services to meet the investment and retirement planning needs of all investors, including; exchange traded funds, WRAP programs, mutual funds, fixed income investments, equities, and cash management services.

Preferred pricing to reduce the costs of managing your investments and savings

We offer tangible cost savings to reward our valued clients, including: our Full-Service, No-Fee self-directed RRSP, RRIF and RESP accounts; no front-end or back-end commissions on all third-party mutual funds; lower-than-average aggregate external portfolio management expense ratios (MERs) and higher interest on cash and saving deposits

Our Partners

23 leading educational institutions representing over 2 million alumni have already made the Clearsight Investment Program a market leader in affinity member benefits.

Your alma mater chose us to help you.