Aviso Wealth
Mandy MacPhee has a diverse work experience spanning over several years in the financial and banking industry. Mandy is currently working at Aviso Wealth as the Vice President, Product Marketing and Research. Prior to that, they held the position of Vice President, Head of Product Marketing at Aviso Wealth and Vice President Marketing at Aviso Wealth. Before joining Aviso Wealth, they worked at Scotiabank as the Director of Marketing for Global Wealth Management and Insurance, and at Scotia iTRADE as the Marketing Leader and Senior Manager of Acquisition and Brand Management. Mandy also has experience working at B2B Bank as the Head of Channel Management, FirstOntario Credit Union as the Director of Marketing Strategy and Communications, Meridian Credit Union as the Manager of Brand Communications, BMO Bank of Montreal as the Manager of Customer Strategies, and Canada Trust as a Manager of Customer Service. Overall, Mandy MacPhee has held various leadership and strategic roles in marketing and has a strong background in the financial sector.
Mandy MacPhee obtained a BA in Psychology from York University, where they studied from 1989 to 1993.
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.