Aviso Wealth
Neil Lipman has held various roles in the financial industry. Neil worked at NEI Investments from 2002 to 2018, where they held positions such as Assistant Vice President, Sales and Vice President, Business Development. In 2011, they joined Brompton Group as a Regional Vice President, Sales. Neil then moved on to Kingwest & Company in 2010 as Vice President, Client Relationships. From 2013 to 2018, they worked at NEI Investments again, this time as Vice President, Business Development. Most recently, they have been working at Aviso Wealth since 2018, where they have held the titles of Vice President, Business Development and Strategic Initiatives and Vice President, Business Initiatives and Operations.
Neil Lipman has a Bachelor of Arts degree in Political Science from York University, which they obtained from 1998 to 2001. In 2018, they earned a Leadership and Management Certificate from The Wharton School. In 2022, they completed the MBA Essentials Certificate program at the University of Toronto - Rotman School of Management.
Additionally, Neil holds certifications including Responsible Investment Specialist from the Responsible Investment Association and a Certificate in Advanced Investment Advice from the Canadian Securities Institute (CSI). Neil is also a Chartered Investment Manager (CIM) through the CSI.
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.