Aviso Wealth
Ted Eng, MBA, PMP, CSM, CSPO has a diverse work experience spanning over 20 years. Ted currently holds the position of Director, Product Innovation at Aviso Wealth since October 2023, where they are responsible for driving innovation within the product portfolio. Prior to this role, they served as the Director, Product & Platform Strategy at Aviso Wealth from January 2020 to October 2023.
Before joining Aviso Wealth, Ted worked at Scotiabank from 2015 to 2020, starting as a Senior Manager, Project Management & Strategic Initiatives, and then transitioning to the role of Senior Manager, Product Strategy. In these roles, they played a key role in developing and executing product strategies and managing strategic initiatives.
From 2011 to 2015, Ted worked at TD Bank in progressively senior roles within the Canadian Banking Auto Wealth (CBAW) Project Management Office (PMO). Ted started as a Project Manager, Product PMO, Retail Banking, then moved on to become a Senior Project Manager in Canadian Banking, Auto, Wealth PMO, and finally served as a Program Director in the CBAW PMO.
Ted began their career at IBM as an IT Consultant, a position they held from 2000 to 2011. During their tenure at IBM, they provided consulting services to various clients.
Ted's extensive work experience reflects their expertise in product innovation, platform strategy, project management, and consulting. Ted'sstrong leadership skills and ability to drive strategic initiatives highlight their value as a professional.
Ted Eng completed their MBA in Strategic Management at the Schulich School of Business - York University from 2009 to 2011. Additionally, they hold certifications as a Certified Scrum Master and Certified Scrum Product Owner from the Scrum Alliance, as well as a Project Management Professional (PMP) certification from the Project Management Institute.
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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.