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 [...]
Aviso Wealth opens trading at Toronto Stock Exchange
TORONTO, ON —Aviso Wealth is pleased to announce that it [...]
CU CUMIS Wealth Holdings LP & Desjardins Group Announce Closing of Aviso Wealth Inc.
Aviso Wealth unites Credential Financial Inc., Qtrade Canada Inc. [...]
Desjardins, provincial credit union centrals and CUMIS to merge the businesses of their subsidiaries, Credential, Qtrade and NEI, to create major Canadian wealth management firm
New combined company, Aviso Wealth, will focus on meeting [...]