http://www.investingintelligently.com/2006/10/18/clearsight-acquired-by-wellington-west/ Not just another (Canadian) financial blog Fri, 05 Dec 2008 10:31:13 +0000 http://wordpress.org/?v=abc http://www.investingintelligently.com/2006/10/18/clearsight-acquired-by-wellington-west/#comment-7913 E*Trade Acquired by Scotiabank | Investing Intelligently Tue, 15 Jul 2008 15:57:43 +0000 http://www.investingintelligently.com/2006/10/18/clearsight-acquired-by-wellington-west/#comment-7913 [...] time my broker has been acquired by an acquisition. Previously I was with a full-service broker, Clearsight, which was purchased by Wellington West. As soon as Scotia raises the commissions, I’m leaving. I’ll probably go to [...] [...] time my broker has been acquired by an acquisition. Previously I was with a full-service broker, Clearsight, which was purchased by Wellington West. As soon as Scotia raises the commissions, I’m leaving. I’ll probably go to [...]

]]> http://www.investingintelligently.com/2006/10/18/clearsight-acquired-by-wellington-west/#comment-6875 My New Passive Index ETF Portfolio at Investing Intelligently Mon, 16 Apr 2007 05:31:07 +0000 http://www.investingintelligently.com/2006/10/18/clearsight-acquired-by-wellington-west/#comment-6875 [...] by Clearsight we bought one ETF and the rest was in mutual funds. Anyways, before we got very far Clearsight was acquired by Wellington West and my advisor was let go, so I began the transition to E*Trade where I could manage my portfolio [...] [...] by Clearsight we bought one ETF and the rest was in mutual funds. Anyways, before we got very far Clearsight was acquired by Wellington West and my advisor was let go, so I began the transition to E*Trade where I could manage my portfolio [...]

]]> http://www.investingintelligently.com/2006/10/18/clearsight-acquired-by-wellington-west/#comment-3233 Investing Intelligently » Blog Archive » Still no Word from Clearsight Wellington West Sun, 19 Nov 2006 08:43:52 +0000 http://www.investingintelligently.com/2006/10/18/clearsight-acquired-by-wellington-west/#comment-3233 [...] Since Clearsight was bought by Wellington West about 1 month ago as I described I have not heard from my new financial advisor (as my original advisor “will no longer be with Clearsight” as a consequence of the acquisition). I decided to wait for them to call, to see how bad they wanted me. Well it appears that I am not that important to them. I did receive an email and a letter in the mail, which was appreciated, but no phone call. I thought they would have made phone calls to everyone ASAP. Anyways, I am just saying that I am disapointed and that this will influence my decision on whether or not I stay with them, follow my former investor wherever he sets up shop, or start searching for a new place altogether. [...] [...] Since Clearsight was bought by Wellington West about 1 month ago as I described I have not heard from my new financial advisor (as my original advisor “will no longer be with Clearsight” as a consequence of the acquisition). I decided to wait for them to call, to see how bad they wanted me. Well it appears that I am not that important to them. I did receive an email and a letter in the mail, which was appreciated, but no phone call. I thought they would have made phone calls to everyone ASAP. Anyways, I am just saying that I am disapointed and that this will influence my decision on whether or not I stay with them, follow my former investor wherever he sets up shop, or start searching for a new place altogether. [...]

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