Aviso Wealth
David Navachandrabala's work experience includes roles in various companies. From 2023, they served as the VP of Strategic Sourcing at Aviso Wealth, where they developed and led sourcing strategies. Prior to that, from 2019 to 2023, they worked at IGM Financial Inc. as the AVP of Portfolio and Practice Management and later as the Director of Portfolio Management, overseeing project portfolios and building high-performing teams. From 2015 to 2019, they were a Senior Manager of Portfolio Management at BMO Financial Group. Previously, from 2012 to 2015, they were a Manager of Project Management at Oxford Properties Group, focusing on project delivery and establishing a new advisory services group. Before that, they worked at Deloitte as a Senior Consultant, providing professional services in finance transformation programs and organizational design for clients in the banking, insurance, and retail industries. David started their career at Ernst & Young as a Global Settlements Coordinator.
David Navachandrabala completed their education journey with an MBA in Finance from Queen's University in 2009-2010. Prior to that, they attained a CMA degree in Accounting and Business/Management from the Society of Management Accountants of Ontario in 2006-2008. Their undergraduate degree, a BCom in IT Management, was earned at Ryerson University from 2000-2004. In terms of certifications, David obtained a PMP from the Project Management Institute in 2014 and also holds a Lean Six Sigma White Belt from KPMG from the same year. Additionally, they became a CPA, CMA through the Certified Management Accountants of Ontario in 2008.
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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.