SVP, Chief Investment Officer,
NEI Investments, Aviso Wealth
John Bai joined NEI in May of 2019 and is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence, and is a key partner in building strong relationships with the advisor community in both the Credit Union and Intermediary channels. John brings more than 25 years of investment industry experience, having worked for some of Canada’s top financial institutions. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth. There he founded and chaired asset allocation and investment portfolio committees, led manager oversight activities and was responsible for research teams that covered equities, fixed income, mutual funds, ETFs and alternative products. John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder.