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VERIFIED COMPANY DOSSIER
Aviso Wealth logo

Aviso Wealth

Verified Intel

better wealth management for canadians. our brands include @neiinvestments & @qtradeinvest. disclosures: bit.ly/3hcrzpk

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.

Primary SectorFinancial Services
Workforce Size501-1,000 Employees
Global HQToronto, Canada
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
2018
Employee Bracket
501-1,000
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
151 yonge st
City
Toronto
Region / State
ontario
Postal Code
—
Country
Canada

Core Competencies & Specialties

Synthesized domain expertise tags

Financial ServicesInvestmentsOnline BrokerageDealer ServicesResponsible InvestingWealth ManagementCorrespondent And Custody Services

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainaviso.ca
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LinkedIn Network79,208 Followers
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CrunchbaseVenture Dossier
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