Take control of your financial future during Financial Literacy Month with Qtrade Direct Investing®
Qtrade shares tips and resources to help Canadians future-proof [...]
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 [...]
Qtrade Investor integrates Wealthscope ‘Portfolio Score’ analytics tool
Portfolio Score grades the health of Qtrade clients’ portfolios based [...]
Aviso Wealth announces Christine Zalzal as new Head of Online Brokerage & Digital Wealth
Aviso Wealth announces Christine Zalzal as new Head of Online [...]
Aviso Wealth hires former Scotia Wealth Management executive as chief investment officer
Clare O'Hara, Wealth Management Reporter The Globe and Mail [...]