Aviso Wealth
Kelly Ricci has over two decades of experience in marketing and creative services. Kelly is currently the Director of Marketing Operations at Aviso Wealth, a role they have held since May 2022. Before joining Aviso Wealth, Kelly was the Director of Creative and Marketing Services at the same company from April 2019 to April 2022. Prior to that, they worked as a Marketing Production Manager at Tempur Sealy Canada from March 2018 to April 2019. Kelly also has extensive experience at Sentry Investments, where they served as the Manager of Creative Services from December 2004 to October 2017. Kelly began their career at Assante Asset Management Ltd., where they held roles such as Studio Manager, Brand Management & Advertising, and Senior Graphic Designer, Brand Management & Advertising.
Kelly Ricci received a Bachelor's Degree in Arts from the University of Waterloo. Additionally, they pursued a field of study in Graphic Design at Centennial College from 1995 to 1997.
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.