Expert Advice

At Wellington West, we believe our success is measured by our people.  We know that without the best people, we cannot be the best firm.

The Clearsight Investment Program allows alumni with all different account sizes access to some of the best advisors in Canada. Our Clearsight Program advisors have been hand-picked, each one carefully selected on the basis of credentials, experience, qualifications and track record. They are, quite simply, some of the top advisors in Canada. They provide an investing experience that instills confidence and trust.

They are trained to craft a tailored investment strategy to ensure that your investment needs are met. No account size is ever too small or ignored. The first role of a Clearsight Program Advisor at Wellington West is to understand and to serve our clients with a clear, uncompromising focus.

You will be matched with an advisor based on your needs, investment situation and location.

The Process

  1. The first step in developing your investment and retirement plan is to review your existing portfolio and consider where you are today where you want to be in the future. We do this by completing a portfolio review or “snapshot” of your current situation, whereby we can detect opportunities to improve your investment strategy.

  2. Equipped with a thorough knowledge of your situation, timelines and preferences, your Investment Advisor will develop your custom Investment Policy and Service Statement (IPSS) to provide a broadly defined asset allocation that is aligned with your investor profile, and serve as a blueprint for building and monitoring a portfolio that takes your big picture financial situation into consideration.

  3. The next step is to recommend a more specific asset allocation that is suited for the current economic and market environment, and select the best products and securities available to fulfill your desired plan. Upon your approval, your Investment Advisor will then implement your recommended Investment Plan.

  4. Finally, your Investment Advisor will perform ongoing evaluation of your portfolio and contact you when and if changing market conditions, or the need to rebalance, warrant action. In addition, you should meet with your advisor annually to reassess your situation and make adjustments to your IPSS as needed due to changes in your circumstances.