Aviso Wealth Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 11 Oct 2022 17:03:28 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Aviso Wealth Inc. – Investment Executive https://www.investmentexecutive.com 32 32 How to prepare for the hybrid DIY future https://www.investmentexecutive.com/news/industry-news/how-to-prepare-for-the-hybrid-diy-future/ Tue, 11 Oct 2022 17:03:28 +0000 https://www.investmentexecutive.com/?p=453392 Digitization can provide product advice, but clients still want to talk to humans

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]]> Executive moves this week https://www.investmentexecutive.com/news/people/executive-moves-this-week-8/ Thu, 07 Apr 2022 15:57:04 +0000 https://www.investmentexecutive.com/?p=442266 A broad range of appointments were made

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]]> Qtrade Investor clients now have access to Wealthscope tool https://www.investmentexecutive.com/news/industry-news/qtrade-investor-clients-now-have-access-to-wealthscope-tool/ Wed, 30 Oct 2019 17:11:51 +0000 https://www.investmentexecutive.com/?p=389723 Portfolio Score acts as a “health check” for investors’ portfolios

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]]> New head of online brokerage and digital wealth at Aviso https://www.investmentexecutive.com/news/people/new-head-of-online-brokerage-and-digital-wealth-at-aviso/ Wed, 23 Oct 2019 16:19:39 +0000 https://www.investmentexecutive.com/?p=389238 Christine Zalzal brings experience driving growth in retail and wealth product lines

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]]> John Bai named CIO of NEI Investments https://www.investmentexecutive.com/news/people/john-bai-named-vp-cio-of-nei-investments/ Wed, 08 May 2019 14:35:24 +0000 https://www.investmentexecutive.com/?p=381498 Bai brings more than 25 years of industry experience to the role

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]]> NEI makes changes to mutual fund lineup https://www.investmentexecutive.com/news/products/nei-makes-changes-to-mutual-fund-lineup/ Tue, 13 Nov 2018 17:15:23 +0000 https://www.investmentexecutive.com/?p=358354 Preferred pricing program expands to cover more funds

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]]> Newsmaker: A “compelling opportunity” for Packham https://www.investmentexecutive.com/newspaper_/news-newspaper/newsmaker-a-compelling-opportunity-for-packham/ Fri, 01 Jun 2018 04:15:00 +0000 https://www.investmentexecutive.com/?p=350812 The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers

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]]> Aviso Wealth merger closes https://www.investmentexecutive.com/news/industry-news/aviso-wealth-merger-closes/ Tue, 03 Apr 2018 18:40:02 +0000 https://www.investmentexecutive.com/?p=348638 The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management

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]]> Qtrade, Credential and NEI Investments announce merger https://www.investmentexecutive.com/news/industry-news/qtrade-credential-and-nei-investments-announce-merger/ Tue, 12 Dec 2017 19:30:00 +0000 https://avatar.investmentexecutive.com/uncategorized/qtrade-credential-and-nei-investments-announce-merger/ 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

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