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CIO Awards Canada recognize Aviso’s Ray Hori for successful implementation of innovative client onboarding tool
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
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 [...]
NEI Chief Investment Officer John Bai Named to Clean50 List
CIO recognized for his commitment to sustainability and responsible investing in Canada TORONTO, October 25 2022 – NEI Investments (“NEI”), an asset manager with a longstanding commitment to responsible investing and a wholly owned subsidiary of Aviso Wealth, announced that John [...]
Media Coverage
September 2019
September 2019
Media Contact
David Rutherford
416-200-1791
media@aviso.ca
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.