Correspondent and institutional services

We are Aviso Correspondent Partners

We are Aviso Correspondent Partners

With Aviso Correspondent Partners, you can leverage the scale, strength, stability, and security of one of Canada’s leading independent correspondent and custody services providers. We take a proactive approach to understanding your business and build a solution that supports your unique needs and priorities, and your mandate.

We are Aviso Correspondent Partners

The partner of choice

We build long-term relationships by focusing on your most important objectives:

  • Our flexible, end-to-end correspondent and custody solution supports your goals, while freeing up your time and resources.
  • Our financial strength and continual reinvestment help you keep pace with industry change.
  • Innovative technology and operational excellence give you and your clients the best experience.
  • We are committed to unparalleled service with a regional presence across Canada, including Montreal, Toronto, Calgary, and Vancouver.
  • Strategic consulting with our senior team (25 years average experience) helps you grow your business.

Building your unique correspondent and custody solution

We offer a wide variety of services and flexible technology that can be customized to meet your needs. Our service includes the administration of financial assets such as cash, money market instruments, equities, government and corporate bonds, other debt instruments, rights, warrants, and mutual fund units:

  • Safekeeping
  • Clearing and settlement
  • Dividend and interest collection
  • Corporate action management and proxy voting
  • Cash management
  • Tax reporting
  • Custom reporting
  • Account administration
  • Technology that keeps you ahead of the curve
  • Secure data management and transfer
  • Critical availability and redundancy
  • Anywhere access for your clients

Your trades are our priority

Professional trade handling:

  • Algorithmic trading
  • Basket handling
  • Simple allocation process
  • Access to dark liquidity pools
  • Electronic FIX connection
  • Access to ETF providers for increased liquidity
  • All asset classes

Expansive product offering

  • Equities (Canadian, U.S. and international)
  • Options (Canadian and U.S.)
  • Fixed income
  • Foreign exchange
  • New issues
  • Structured products
  • Mutual funds
  • Pooled funds
  • Insurance
  • Cash 

Broad market access

  • All Canadian stock exchanges and alternative trading systems (ATS)
  • Options (Canadian and U.S.)
  • U.S. and international stock exchanges
  • Canadian and U.S. derivatives markets
  • Canadian and U.S. bond markets
  • Foreign exchange market
  • Money market

Vancouver

Kevin Vanderheyden
SVP, Head of Correspondent & Institutional
604.209.2575
kvanderheyden@aviso.ca
 

Vancouver

Maria Montano
Vice President, Relationship Management & Sales,
T 604.742.8230
M 604.329.3659
mmontano@aviso.ca

Toronto

Chris Chen
Vice President, Correspondent & Institutional
T 647.317.5713
M 416.432.8732
cchen@aviso.ca

Toronto

Peadar Duignan
Vice President, Correspondent & Platform Services
T 647.696.9922
M 416.276.5045
pduignan@aviso.ca

Aviso Correspondent Partners operates as a separate business unit of Credential Qtrade Securities Inc. Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.

Contact

  • 1.888.545.5959
    151 Yonge Street, Suite 1200
    Toronto, ON M5C 2W7

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