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Company: Aviso Wealth Inc.

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online investing

Digitization can provide product advice, but clients still want to talk to humans

A broad range of appointments were made

Portfolio Score acts as a “health check” for investors’ portfolios

  • By: IE Staff
  • October 30, 2019 October 30, 2019
  • 13:11

Christine Zalzal brings experience driving growth in retail and wealth product lines

  • By: IE Staff
  • October 23, 2019 October 23, 2019
  • 12:19

Bai brings more than 25 years of industry experience to the role

  • By: IE Staff
  • May 8, 2019 October 11, 2019
  • 10:35

Preferred pricing program expands to cover more funds

Investment Executive June 2018 front cover

The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers

The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management

  • By: IE Staff
  • April 3, 2018 April 6, 2019
  • 14:40

The creation of Aviso Wealth extends Desjardins Group’s reach as a key partner in the delivery of wealth-management services to Canadian credit unions