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.

Investment Management

Aviso Wealth

Bill Packham

Sarit Mizrahi Scheer

Trish Smart

Mandy MacPhee

John Bai

Sherri Evans

Tim Prescott

Christine Zalzal

Mark Nicholson

Brian McOstrich

Shelley Whitney

George Ho

The Compliance team at Aviso Wealth ensures that the company adheres to all regulatory requirements and industry standards, thereby safeguarding the integrity and reputation of the organization. They are responsible for monitoring and enforcing compliance policies, managing regulatory reporting, conducting audits, and providing guidance to mitigate risk across all branches and departments. This team plays a crucial role in maintaining ethical practices and ensuring that Aviso Wealth's operations align with legal and financial regulations.

Compliance

Leadership Team

Operations and Business Management

Compliance

About

Team members

Other teams at Aviso Wealth

Leadership Team

Operations and Business Management