Aviso Wealth
Tanya B. has extensive work experience in the financial services industry. Tanya currently holds the position of Vice President Strategic Initiatives at Aviso Wealth since June 2023. Prior to this, they worked at Sun Life Financial as part of the Distribution Digital Office from June 2017 to September 2021. Tanya also served in various roles at Credential, including VP of Digital Advisory Services from May 2016 to June 2017, and VP of Practice Management from June 2014 to April 2016. Before joining Credential, they held positions at Canaccord Financial, Wellington West, Blackmont Capital Inc., and Castek Inc. Tanya began their career at Merrill Lynch Canada Inc. in 1998 as an Associate.
Tanya B. attended the Ivey Business School at Western University, but their degree and field of study are unknown. Additionally, they obtained the certification of ICAgile Certified Professional - Agile Product Ownership from ICAgile in 2021.
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.