Our Story

Aviso is a leading wealth services supplier for the Canadian financial industry. Our clients include our partners, advisors and investors.

Aviso is about Powering wealth. Our vision is to be the provider our clients choose by providing a one-stop shop of integrated, proven wealth products, services and know-how.

We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. These organizations depend on Aviso for specific wealth management services, solutions and expertise that give them a competitive edge in a rapidly evolving and highly competitive industry.

Our comprehensive offering includes investment and insurance-based platforms which support thousands of financial advisors across Canada. Our asset manager oversees NEI Investments, a comprehensive lineup of responsible investment funds and portfolios. Our award-winning online brokerage, Qtrade Direct Investing®, enables self-directed investors to build their wealth with confidence. And Aviso Correspondent Partners provides custodial back-office services, trade execution, clearing, processing, and reporting.

Aviso is confidently pursuing a roadmap for transformation and accelerated growth and we are committed to embedding sustainability in our business practices. We are backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.

About Our Name

“Aviso” means advice, and stands for leadership, innovation, partnership, responsibility and community—the values that shape our promise to our partners, advisors and investors, all of whom we are proud to call our clients.

Our Origins

Aviso was created in 2018 by uniting the talents and resources of three successful, industry-leading firms: Credential Financial, Qtrade Financial Group, and NEI Investments. All three firms were owned by one or more of Canada’s main cooperative financial organizations: the credit union Centrals, Co-operators (through its subsidiary CUMIS), and Desjardins. The owners identified a compelling business case for joining forces to create a unified organization with greater resources to invest in new and better products, services, technology, and support. That bold vision has been validated: Aviso has quickly emerged as a one of Canada’s largest independent wealth services firms.

Meet Our Team

Meet the executive team focused on moving our clients forward.

Purpose, Vision, Values

Our talented team of professionals is building a dynamic culture as one organization, with one purpose, and a unique value proposition, supported by strong values.

Please read our Purpose, Vision, Mission and Values