Wellington West Holdings Inc. today announced the signing of an exclusive partnership agreement with Concordia University in Montreal.
The five-year agreement will provide Concordia alumni with access to Wellington West’s Clearsight Investment Program, which provides with access to top advisors, premium investment products and straightforward pricing.
“Alumni will now have exclusive access to some of Canada’s top investment advisors through the Clearsight Investment Program from Wellington West,” says Michael Burns, president of Clearsight. “The program offers alumni the same level of advice and service that is normally and increasingly only available to high net worth investors.”
Wellington West investment advisors are hand-picked to work with alumni in the program. 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.
The partnership agreement grants Wellington West exclusive sponsorship and advertising rights. As a new and valuable source of revenue for Concordia, Wellington West’s contribution will assist the institution with its mandate by supporting alumni events and activities.
To date, Wellington West has exclusive partnerships with 22 leading educational institutions in Canada, representing more than 2 million alumni.
Concordia enters agreement with Wellington West
Quebec university gives alumni access to professional investment advice
- By: IE Staff
- January 29, 2008 January 29, 2008
- 12:10