Aviso Wealth
Bill Packham has extensive work experience in the financial industry. Bill is currently the President & CEO of Aviso Wealth, a leading wealth services provider in Canada. Prior to this, they held several executive roles at Desjardins Group and Qtrade Financial Group, where they oversaw wealth management and insurance segments and played a key role in developing Canada-wide business strategies. Bill also served as the President & CEO of Hampton Securities, where they implemented a growth strategy for the investment dealer arm, and of Rockwater Capital Corporation, where they successfully built a leading firm in the independent wealth management and institutional sectors. Additionally, they held leadership positions at Merrill Lynch Canada Inc and Midland Walwyn Capital Inc.
Bill Packham attended the University of Waterloo from 1973 to 1978 where they obtained a B. Math degree in Mathematics. In 1979, they also obtained a certification as a Chartered Accountant from the Institute of Chartered Accountants of Ontario.
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.