Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. With over $60 billion in assets, we provide a comprehensive, integrated suite of wealth solutions that empower Canadians’ to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients.
Aviso is a new company, but one with decades of experience, and notable strengths in all areas of wealth management. It unites the talents and resources of three successful, industry-leading firms: Credential Financial, Qtrade Financial Group, and NEI Investments.