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Every organization has a story. Many are typical accounts of significant financial transactions, notable business acquisitions, facility openings, ribbon-cuttings and the like, generously sprinkled with the obligatory nods to navy-jacketed men and women. But good organizations, actually great organizations, tell stories that capture the audience’s imagination from the very start—stories that make you dream, that stand a paradigm on its head or that expose you to ways of thinking you hadn’t considered before. For many of these organizations, their account spans the decades and even the centuries; for others, their tale has just begun. The genesis for First West’s story occurred several years ago around a kitchen table in Abbotsford when two golfing buddies, who were also CEOs of well-established credit unions, decided there had to be better ways for credit unions to grow and expand in their competitive industry than through traditional mergers. Such traditional mergers were usually an immediate plus for the financial statements but carried a tremendous cost to local brand awareness, local decision-making and local market focus. Not long after, with only an idea and belief that things could be different and better, Valley First and Envision Financial began a journey together to draft the blueprint of a partnership that had the potential to achieve what was to that point only imagined. So the partnership began, with trying, learning, rethinking, recalibrating and on occasion, failing—but always believing. And the outcome was none other than we now call First West. Chapter by chapter, scene by scene, the First West story continues to unfold, with a third partner now on the journey. Enderby & District Financial and its members recongnized the times and led with courage, weaving their hopes into the First West vision of what can be. More than just a credit union and a partnership, First West is a concept and an idea—like the start of an adventure. It’s an experience certain to awaken the mind, heart and spirit to another way of doing financial services in Canada. And so First West’s story, our story, has in many ways just begun.
Parsonex is a network of affiliates that offer families retirement planning, insurance, and investments. Through our network of advisors our goal is to develop lifetime client relationships that help you confidently get to retirement, and perhaps more importantly, through retirement. Parsonex Securities, Inc. is an independent broker/dealer that specializes in retirement planning and offers a wide variety of products and services including mutual funds, variable annuities and 529 plans. Parsonex Advisory Services, Inc is an SEC Registered Investment Adviser that specializes in wealth management and planning services. Parsonex Insurance Agency, Inc. is an independent insurance agency that offers term life insurance and long-term care through a variety of carriers and partnerships.
WorldPay is a Atlanta, GA-based company in the Financial Services sector. Worldpay US is a fastgrowing, privately owned business with an independent and entrepreneurial spirit, and that makes us a great fit with our customers. Heritage Our story started in 1989 with the launch of Streamline. The business at this point was a simple UK-based electronic payment provider that focused on point of sale transactions. Worldpay emerged later as one of the first online payments companies in the UK. And in 2002, RBS brought them together – though they continued to operate as separate brands. Over the next eight years, the business continued to grow organically with the acquisition of Lynk, TrustMarque International, Bibit and Cardsave. By 2010, Worldpay had become the largest merchant acquirer in Europe – and one of the largest globally. A dynamic, private company In late 2010, RBS sold Worldpay to Bain Capital and Advent International. This has allowed us to hold on to all the benefits of our heritage, yet transform the business to become more customer centric, forward looking and progressive. Since breaking away from RBS, we`ve invested significantly in technology. It`s vitally important that our infrastructure is cutting edge – giving our customers robustness, speed and superb functionality.
Arrowstreet Capital is a Boston, MA-based company in the Financial Services sector.
State Universities Retirement System of Illinois is a Champaign, IL-based company in the Financial Services sector.