Aviso Wealth
Allen Kwan, MBA has a diverse and extensive work experience in the financial services industry. Allen is currently the VP, Head of Product Strategy & Development at Aviso Wealth, where they oversee the product governance, strategy, and development of wealth management solutions. Prior to this, they worked at Vanguard as a Product Strategy & Development manager, where they played a significant role in launching core ETFs and mutual funds in Canada. Allen also held positions at NEI Investments, RBC Global Asset Management, HSBC Bank Canada, Merrill Lynch/HSBC Securities, and Manulife. Throughout their career, Allen has demonstrated expertise in product management and development, industry and competitive intelligence, market research, and team leadership.
Allen Kwan, MBA has a Bachelor's degree from the University of Toronto. Allen also holds a Masters Certificate in Project Management from the Schulich School of Business at York University. Furthermore, they have completed an MBA from the Ivey Business School at Western University. Allen Kwan also has a Master of Laws (LLM) in Global Business Law from the University of Toronto's Faculty of Law. In addition to their formal education, they hold certifications as a Certified Financial Planner (CFP) from the Financial Planning Standards Council and as a Project Management Professional (PMP) from the Project Management Institute. Allen has also completed the HBS Leadership Initiative (HPLP) program from Harvard Business School Executive Education.
Aviso Wealth
Aviso empowers better wealth management for all Canadians. We’re a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our flexible centre of integrated products and services, our partners can deliver an enhanced wealth management experience to their clients. With approximately $110 billion in assets under administration and management, we’re an ambitious organization backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team of experienced professionals embrace a “oneaviso” culture that celebrates leadership, innovation, partnership, responsibility, and community. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the 5 Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.