Aviso Wealth
Peter Wloka has a strong background in the financial industry, with extensive experience in sales and business development. Peter is currently serving as the Vice President of Partnerships and Business Development for Online Brokerage and Digital Wealth at Aviso Wealth. In this role, they are responsible for generating and supporting sales within distribution networks, building strong relationships, and acting as a sales leader. Prior to their current position, Peter worked at Fidelity Investments as a District Vice President for over 16 years. Peter also served as a Regional Manager for Financial Planning at TD Waterhouse. Overall, Peter's work experience showcases their expertise in sales, leadership, and relationship-building within the financial industry.
Peter Wloka had a brief period of study in 2006 at the Schulich School of Business - York University, focusing on Business. Peter later pursued their undergraduate education from 1986 to 1990 at Western University, earning a BA degree. In 2015, they attended Columbia Business School for Executive Education, specializing in Personal Leadership and Success.
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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.