Aviso Wealth
Mark Nicholson has a diverse and extensive work experience in the financial industry. Mark is currently the Senior Vice President Client Experience, Marketing & Communications at Aviso Wealth, where they lead a team dedicated to empowering investors and helping Canadians improve their financial well-being. Prior to this role, Mark served as the Vice President of Client Experience at Aviso and worked towards enhancing the financial well-being of all Canadians. Mark also held the position of Vice President Customer Experience at Wyth Financial, where they played a crucial role in creating and delivering innovative banking solutions for customers. Before joining Aviso and Wyth Financial, Mark held various leadership positions at Tangerine and ING DIRECT, where they focused on digital innovation, client experience, and marketing strategies. Throughout their career, Mark has demonstrated a strong commitment to delivering customer-centric solutions and shaping the future of banking.
Mark Nicholson completed a Design Thinking Bootcamp at Stanford University Graduate School of Business in 2015. In 2012, they earned a Digital Marketing mini-MBA from Rutgers University, specializing in Digital Communication and Media/Multimedia. Their undergraduate studies were at Brock University, where they obtained a Bachelor of Business Administration (BBA) in Marketing between 1997 and 2001. Additionally, Mark also holds several certifications including Partners, Directors and Senior Officers Course (PDO) from the Canadian Securities Institute, and has obtained certifications as a Section4 Certified Storytelling, Section4 Certified Innovation Strategist, and Section4 Certified Strategist from Section4 in 2022.
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.