Wellington West Holdings Inc., today announced the expansion of its national network with the opening of a Wellington West Capital Inc. full-service retail investment branch in Montreal.
With the addition of this office, the privately held, employee-owned financial services firm now has two offices in Quebec and a total of 47 locations coast-to coast.
“The expansion of our Quebec team is an important step toward achieving our goal of becoming the leading independent wealth management firm in Canada,” says Kish Kapoor, president, Wellington West Holdings Inc. “We feel we can provide a home for many of the province’s top investment advisors and we are prepared to invest in our commitment.”
Wellington West’s expansion efforts in Quebec are being led by Annamaria Testani, senior vp, business development. Testani holds the Chartered Financial Analyst and a MBA from Concordia University. She has been active in the financial services industry for 15 years and is bilingual in French and English.
Wellington West says the Montreal office is opening with two teams of top-performing investment advisors — Richard Walsh and Paolo Di Stefano, and Glenn Maclean and François Richard.
“We will continue to seek advisors of the highest calibre,” says. Testani. “Our goal is to find the best people in the market, support them with Wellington West’s award-winning reputation and ultimately offer a different kind of investment firm to the people of Quebec.”