About Aviso Wealth
Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. We provide comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients.
Aviso is a new company, but one with decades of experience, and notable strengths in all areas of wealth management. It unites the talents and resources of three successful, industry-leading firms:
A national financial services firm established in 1992, Credential became a leading provider of investment dealer services and correspondent services, as well as insurance solutions and online brokerage to over 200 partners across Canada.
Created in 2007 from the merger of Northwest Mutual Funds with Ethical Funds, NEI became Canada’s leading manager of Responsible Investment funds and portfolios, serving credit unions and independent financial advisors across Canada.
All three firms were owned by one or more of Canada’s main cooperative financial organizations: the Credit Union Centrals, CUMIS and Desjardins. The owners identified a compelling business case for joining forces. As one of Canada’s largest independent financial services providers, the combined organization would have greater resources to invest in new and better products, services, technology, and support. It could provide more value to Canadians, and do more to help partners compete and thrive in a rapidly changing environment.
The intent to create Aviso Wealth was announced in December 2017. The agreement was finalized on March 31, 2018.
About Our Name
Aviso means advice and much more. It stands for service, expertise, partnership, cooperation, guidance, and prudence—principles which constitute our promise to partners and clients.
Meet Our Team
Meet the executive team focused on building Aviso Wealth into a leading financial services organization for the benefit of our partners and clients.
Our Vision, Mission, and Values
To be one of Canada’s most trusted financial organizations and a leading provider of wealth management services and solutions.
To empower Canadians to achieve financial well-being. We provide a full continuum of integrated services and solutions that allow our partners to offer a differentiated wealth management experience to their members and clients. Our expertise and commitment to innovation sustain our competitive strength, while our values and our dedication to outstanding client service build trust.
We are committed to delivering an outstanding partner and client experience, creating a great place to work and building a business positioned for long-term success.
Working collaboratively to support our partners, their members and clients, and one another.
Leading with passion and purpose to achieve results and exceed expectations.
Asking questions, encouraging creativity and continually exploring new ways to grow.
Delivering on our promises while maintaining high professional and ethical standards.
Recognizing and appreciating everyone’s perspectives, abilities and achievements.
Making a positive impact on people, communities and the planet.