Aviso Wealth
Caitlin Betker is a skilled professional with a strong background in compliance and financial services. Currently serving as the Branch Compliance Manager at Aviso Wealth since May 2022, Caitlin previously held the position of Sales Development and Compliance Specialist at Innovation Credit Union from January 2021 to April 2022. Caitlin also worked as a Financial Advisor at Conexus Credit Union between May 2017 and January 2021, following a role as a Sales Associate at Reitmans Canada Ltée/Ltd while pursuing post-secondary education. Early career experiences include administrative work at Texas Refinery Corp. of Canada during the summer of 2016 and a keyholder position at Warehouse One from June 2013 to May 2016. Caitlin holds a Financial Services Diploma from Saskatchewan Polytechnic and a Branch Compliance Officer certification from the Canadian Securities Institute.
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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.