Aviso Wealth
Clint Arthur-Wong has extensive work experience in the financial industry. Clint has served as the Director of Compliance at Aviso Wealth since April 2021. Prior to this, they held various roles at National Bank of Canada, including Head of Wealth Management Credit & Risk, Senior Manager of Wealth Management Mutual Fund Dealer Operations, and Senior Risk Manager. From 2009 to 2013, Clint worked as a Senior Risk Manager at TD Waterhouse Institutional Services within TD. Before that, they were an Associate at TD Securities and held multiple positions as an Investment Representative, Credit Officer, and Risk Officer at TD Waterhouse.
Clint Arthur-Wong holds a Bachelor of Science (BSc) degree in Human Biology from the University of Toronto - University of St. Michael's College, which they obtained from 1991 to 1995. Clint also possesses a Bachelor of Arts (BA) degree in Economics from the same institution, acquired from 1995 to 1997. Additionally, they have obtained various certifications from LinkedIn, including "How to Have Fewer, Better Meetings," "How to Train Your Brain For Happiness," "Nano Tips for Using Excel with Kat Norton," "Establishing Your Leadership Brand," "Developing Your Emotional Intelligence," "Mastering Self-Leadership," "Six Sigma: White Belt," "How to Have a Happier Workweek," "How to Organize Your Time and Your Life," and "The Six Morning Habits of High Performers." The specific years of completion for these certifications are not given.
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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.