Wellington West teams up with Accretive Advisor

Wellington West Holdings has announced it will move its Clearsight Affinity Program to the Accretive Advisor platform, the online network that matches financial advisors with investors.

“The Accretive services allow us to leverage the benefits provided by our exclusive affinity partnerships,” said Michael Burns, president of Clearsight. “The opportunity to access their robust platform of financial education and engagement, Canada’s first Investor-Advisor matching service, and their exclusive Accretive Elite Advisor Program makes this an exciting new venture for us.”

Clearsight is Canada’s largest investment affinity program, is partnered with more than 20 university alumni associations and represents a combined alumni base of more than 2 million investors.

Clearsight will now give alumni and professionals across the country access to Accretive’s service. Accretive will also soon launch an online service that provides education, resources and tools to promote financial literacy and investor engagement.

“Bringing Clearsight into our tent allows us to substantially expand both our service offering and our reach. We can expand our network of Advisors by welcoming a group of select advisors from Wellington West,” said Randy Ambrosie, founder and CEO of Accretive.

“Many of them have a long history of serving Investors at universities and elsewhere. We look forward to working with our new affinity partners to give their members more opportunities to learn more about their finances and, in the end, to help them find and build more successful financial relationships.”

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.