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 [...]
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 [...]
NEI Chief Investment Officer John Bai Named to Clean50 List
CIO recognized for his commitment to sustainability and responsible investing [...]
NEI receives outstanding scores from the UN-supported Principles for Responsible Investment
TORONTO, September 29, 2022 – NEI Investments (“NEI”) has received [...]
Aviso Wealth adopts CGI Wealth360
Solution will support advisors, while enriching the Canadian investor experience [...]
Qtrade Investor earns first place in MoneySense annual review of online brokerages
VANCOUVER, B.C. and TORONTO, ON., August 4, 2020—Qtrade® Investor has [...]
Covid-19: Survey uncovers (mostly) Good News/Bad News from Canadian Investors
Contact: Patrick McCaully Pointman News Creation Patrick@pointmannc.com 39% See ‘Incredible [...]
Qtrade Investor claims top spot in The Globe and Mail annual survey of online brokerages
VANCOUVER, B.C., February 5, 2020—Qtrade Investor has once again been [...]
Qtrade Investor and Servus Credit Union provide the best Service Levels in Canada according to Surviscor rankings
TORONTO, Jan. 23, 2020 /CNW/ Qtrade Investor and Servus Credit Union have been [...]
Qtrade Investor integrates Wealthscope ‘Portfolio Score’ analytics tool
Portfolio Score grades the health of Qtrade clients’ portfolios based [...]