Aviso Wealth
Darren Dalchand MBA, CIM has a diverse work experience in the financial industry. Darren currently works at Aviso Wealth as the Director of National Accounts, where they are responsible for offering financial solutions and services to national partners. Prior to this, they held various roles at KForum One Inc., Keiretsu Capital, and D6 Strategies, where they provided capital, resources, and strategic advice to start-up companies. Darren also worked at Equitable Bank as the Head of Strategic Relationships, promoting their services to wealth channels and advisors. Before that, they served as the Vice President of National Accounts at BMO Global Asset Management - Canada and the Director of Wealth Management at IDC Worldsource Insurance Network Inc. Their early career includes a position as the Vice President of Business Development at Counsel Portfolio Services.
Darren Dalchand holds an MBA degree from Edinburgh Business School, Heriot-Watt University, obtained in 2006. Darren also holds a CIM designation from the Canadian Securities Institute, achieved in 2004. In addition, Darren completed an Executive Education Program in Fintech at Harvard Business School in 2011. Recently, in 2022, they pursued a Fintech Specialization at The Wharton School.
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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.