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

News & Media

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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 [...]

NEI Chief Investment Officer John Bai Named to Clean50 List

October 25th, 2022|Business Updates, News|

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 [...]

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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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