Aviso Wealth
John Bai has extensive experience in the financial industry, specializing in investment strategy, client experience transformation, and wealth management. John is currently serving as the Chief Investment Officer at Aviso Wealth, where they oversee investment and portfolio construction processes. Prior to this, they held positions such as Managing Director at Scotia Wealth Management, where they focused on digital transformation and creating a seamless client journey. John also served as the Senior Vice President of Wealth Management Strategy at HollisWealth, leading product, research, and wealth management strategies. John has also held positions at TD Waterhouse and Merrill Lynch Canada, where they were responsible for research marketing and managed investment solutions.
John Bai attended the University of Toronto, where they obtained a Bachelor of Commerce degree in Finance and Economics. John also earned a Chartered Financial Analyst (CFA) certification from the CFA Institute in 1996.
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.