Home Aviso Wealth Inc.

Company: Aviso Wealth Inc.

9 results found
online investing

Digitization can provide product advice, but clients still want to talk to humans

Horn speaker for public relations sign symbol, vintage color - sun with blue sky

A broad range of appointments were made

African american business man using a tactile tablet over white background - Black people

Portfolio Score acts as a “health check” for investors’ portfolios

  • By: IE Staff
  • October 30, 2019 October 30, 2019
  • 13:11
We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

Christine Zalzal brings experience driving growth in retail and wealth product lines

  • By: IE Staff
  • October 23, 2019 October 23, 2019
  • 12:19
two businesspeople shaking hands in silhouette

Bai brings more than 25 years of industry experience to the role

  • By: IE Staff
  • May 8, 2019 October 11, 2019
  • 10:35
businessman analyzing investment charts with laptop

Preferred pricing program expands to cover more funds

Investment Executive June 2018 front cover

The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers

Financial protection for the future, nest egg, retirement savings

The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management

  • By: IE Staff
  • April 3, 2018 April 6, 2019
  • 14:40

The creation of Aviso Wealth extends Desjardins Group’s reach as a key partner in the delivery of wealth-management services to Canadian credit unions