David Finley
Chief Marketing Officer, Wellington West Holdings Inc.
As Chief Marketing Officer of Wellington West Holdings Inc. and Senior Vice President, Advisor Services of Wellington West Capital Inc., David is responsible for the enterprise-wide marketing and sales functions, including brand development, corporate communications, branch management and the marketing, sales and service platform to support our advisor network.
David is a 16-year veteran of the investment industry and a recognized leader in financial services marketing and sales leadership.
As the founder and CEO of Affinity Investments in 1994, which was acquired by TD Canada Trust in 1998, and later the founder and CEO of Clearsight Wealth Management in 2003 (acquired by Wellington West in 2006), David developed a proven track record of integrating innovative marketing and sales platforms into the full-service brokerage business. Under his leadership, David and his partners built the #1 affinity marketer of wealth management services in Canada, developed and operated the private label American Express Fundsource® mutual fund program, and was an early leader in successfully adapting e-marketing technologies and initiatives into the full-service advice distribution channel.
David started his career in the investment industry as an Investment Executive with ScotiaMcLeod, where he assisted individuals, small businesses and not-for-profit organizations by managing their investment and financial planning needs.