News & Media2023-09-13T17:04:41-04:00

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Take control of your financial future during Financial Literacy Month with Qtrade Direct Investing®

November 7th, 2023|Business Updates, News|

Qtrade shares tips and resources to help Canadians future-proof their finances and achieve retirement goals. TORONTO, November 1, 2023 – For Canadians, financial literacy is imperative, especially in retirement. Recently, Qtrade Direct Investing, an online brokerage owned by Aviso, took to [...]

CIO Awards Canada recognize Aviso’s Ray Hori for successful implementation of innovative client onboarding tool

September 18th, 2023|Business Updates, News|

The Client Builder tool optimizes advisor productivity and enhances client experience for Credit Union wealth clients.     Toronto, ON, September 18, 2023 - Aviso, one of Canada’s largest independent wealth management firms, announced that Ray Hori, Senior Vice President and Chief [...]

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

September 13th, 2023|Business Updates, News|

Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada WINNIPEG, Manitoba and TORONTO, Ontario— September 7, 2023 – Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, and Aviso [...]

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David Rutherford

Three companies—Credential Financial, Qtrade Financial Group and NEI Investments—joined forces to create Aviso. For each founding company, news releases published before April 2018 are available in these archives.

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