News Releases
November 2023
Take control of your financial future during Financial Literacy Month with Qtrade Direct Investing®
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. [...]
September 2023
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 [...]
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 [...]
October 2022
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 [...]
September 2022
NEI receives outstanding scores from the UN-supported Principles for Responsible Investment
TORONTO, September 29, 2022 – NEI Investments (“NEI”) has received exceptionally high marks in its latest Assessment Report from the UN-supported Principles for Responsible Investment (“PRI”). The results underscore the [...]
March 2022
Aviso Wealth adopts CGI Wealth360
Solution will support advisors, while enriching the Canadian investor experience TORONTO, March 2, 2022 /CNW/ – Aviso Wealth, one of Canada’s largest independent wealth management firms, and CGI (TSX: GIB.A) [...]