Wellington West Holdings Inc. entered into a five-year affinity agreement with University of New Brunswick Associated Alumni to receive access to exclusive wealth management services through its subsidieary Clearsight Inc., the company said Tuesday.
\u201cWe are excited about securing our first university partner in the Maritimes,\u201d said Michael Burns, president of Clearsight.
\u201cWe have a significant presence in the region, and our experienced investment advisors will provide a high level of wealth management services and expertise to UNB\u2019s alumni.\u201d
Wellington West\u2019s Clearsight program provides members of participating alumni associations access to top advisors, premium investment products and straightforward pricing. Through the program, Wellington West investment advisors are hand-picked to work with alumni clients. Each client is matched with an investment advisor whose credentials, experience, objectivity and track record are best suited to meet the individual\u2019s investing profile and objectives.
Wellington West says Clearsight is the dominant provider of affinity wealth management services for alumni and professional groups in Canada. Clearsight has partnered with more than 23 leading institutions, representing more than 2 million well-educated and top income-earning professionals in Canada.
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