Clearsight Joins Wellington West To Offer Enhanced Alumni Benefits
Clearsight is pleased to announce that it has joined Wellington West to provide alumni with enhanced services to help with investment and retirement savings planning.
The new Clearsight Investment Program, delivered by Wellington West, offers alumni access to top professional advisors, premium solutions, and, as always, straightforward pricing.
“This is an exciting new partnership that will benefit alumni and professionals across the country, said David Finley, President of Clearsight. “After careful due-diligence, we’ve chosen to partner with the leading independent financial services company in Canada, Wellington West. It is positioned to provide superior investment solutions tailored to meet the specific needs of alumni and professionals.”
With more than 40,000 clients and $8 billion in assets, Wellington West is one of Canada’s fastest growing investment firms. Our clients will now have access to more than 100 experienced investment advisors, in 30 branches across Canada, who are able to accommodate the investment needs and account sizes of all alumni and professionals.
Charlie Spiring, Wellington’s Chief Executive Officer, said, “Incorporating Clearsight’s operations into our business plan will enable us to be the leader in wealth management for alumni and professionals across Canada. It’s all part of our evolving business plan to be Canada’s leader in family wealth management.”
To find out more about the new
Clearsight Investment Program, please visit our website at
www.clearsight.ca »