UNIVERSITY OF WINDSOR
ALUMNI
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1.877.464.6104
Get a Second Opinion
The Clearsight Investment Program is available through (1) WellingtonWest Capital Inc., and (2) WellingtonWest Financial Services Inc., a member of the Mutual
Fund Dealers Association of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please
read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
C3578CA
In these turbulent investment markets, a Second Opinion
can bring you the stability you’re looking for.
Why Do You Need a Second Opinion?
Uncertain market conditions can leave you trying to balance your own peace-of-mind with
your investment needs and goals. We can help guide you through a process to understand
where you stand today and will help you to:
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Understand and prioritize your goals
Before considering specific investments, it’s important to identify your goals and
priorities. What do you want to achieve? How much time do you have? What is your risk
comfort level?
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Assess your current portfolio
We can share with you our investment process in our goal of having you in the best
position to achieve what you want that will define an appropriate asset mix, and analyze
your existing investments.
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Make changes where needed
You will also receive helpful recommendations on how you may potentially get more
from your investments, including GICs, mutual funds, RSPs, RRIFs, and RESPs.
Contact us to schedule a Second Opinion today:
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Call 1.877.464.6104
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Email
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Visit
CLEARSIGHT INVESTMENT PROGRAM
