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Aviso Wealth

Aviso Wealth is one of Canada’s largest independent wealth management firms with over $95B in assets under administration and management, offering a full suite of products, services, and guidance to meet our client’s wealth management needs. Aviso Wealth was formed in 2018 with the coming together of three industry-leading companies: Credential Financial, Qtrade Investor and NEI Investments, and is owned by Canada’s key cooperative financial organizations: the Credit Union Centrals, The Co-operators (through its subsidiary CUMIS), and Desjardins. At Aviso Wealth, we believe that every employee plays a vital role towards the success of our organization. Being certified as a Great Place to Work® is a true testament to our welcoming and inclusive culture. “Bringing our best together” is more than just a statement, it means we are committed to ensuring a positive and progressive employment experience for our current and prospective employees.

CEO

Bill Packham

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