Trish Smart

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.