Aviso Wealth
Trish Smart has a diverse work experience in the financial industry. Trish started their career with Assante Wealth Management, where they worked in various roles such as Training Consultant, Manager of Transition Services, Manager of Registrations, and Operations Service Coordinator. During their time with Assante, Trish was responsible for training new advisors, managing licensing requirements, and overseeing operational issues.
Trish later joined Qtrade Investor as a Manager of Partner Integration, where they were responsible for transitioning dealer services and designing training programs for advisors and managers. Trish then held roles as Wealth Management Training Specialist, Compliance Training Associate, Manager of Training and Program Delivery, and Director of Program Management & Training.
Trish also worked at First West Credit Union as a Senior Segment Manager, focusing on wealth management. Currently, they hold the position of VP, Learning and Development at Aviso Wealth, where they previously served as VP of Business Practices and VP of Strategic Initiatives and Execution.
Overall, Trish's work experience demonstrates their expertise in training and development, strategic planning, and operational management within the financial industry.
Trish Smart completed the CSI - Personal Financial Services Advice program in 2016. In 2015, they studied Financial Planning II at CSI. Before that, in 2014, they completed Financial Planning I at CSI as well. Trish also completed the Branch Manager Course at IFSE in 2012 and the Canadian Investment Funds Course at IFSE in 2011.
This person is not in any offices
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.