Profile Title

Powering Wealth

In ON M5C 2W7, Canada

About Me

At Aviso, we’re proud to power businesses that empower investors. As a leading wealth services supplier for the Canadian financial industry, we’re building a technology-enabled, client centric wealth management ecosystem. Our clients include our partners, advisors and investors.

 

We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our vision is to be the provider they choose by delivering proven wealth products, services and expertise.

 

Aviso’s comprehensive offering supports thousands of investment advisors through an investment dealer and mutual fund dealer, as well as insurance services. Our asset manager oversees NEI Investments, which has a long history of integrating Environmental, Social and Governance analysis into investment decision-making processes.

 

Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. And Aviso Correspondent Partners provides custodial back-office services, trade execution, clearing, processing, and reporting for Canadian portfolio managers, investment dealers, insurance companies, and trust companies.

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