Aviso Correspondent Partners

Deliver more value to your clients and grow your business

Get customizable services and efficient, flexible technology from Aviso Correspondent Partners

Gain a competitive advantage, and save time and money, by leveraging the scale, strength, stability, and security of one of Canada’s leading independent correspondent and custody services providers. Aviso Correspondent Partners is the partner of choice for over 100 portfolio managers, investment dealers, and other financial organizations.

You’ll appreciate our proactive approach to understanding your business. Let’s talk about building a solution that fits your unique needs and priorities, and supports your mandate.

Get in touch

Design your unique correspondent and custody solution

Build your solution from a comprehensive range of services and products, and flexible technology that can be customized to meet your needs.

Our services

Our services include cash management and the administration of financial assets such as money market instruments, equities, government and corporate bonds, other debt instruments, rights, warrants, and mutual fund units:

Safekeeping

A secure facility for safekeeping physical certificates and book-entry issues.

Cash management

A wide selection of cash investment alternatives to optimize client returns.

Clearing and settlement

Straight-through processing for speed and accuracy.

Tax reporting

Simple tax documentation and efficient foreign tax reclaims processing.

Dividend and interest collections

Income posted on due dates when payments received from issuing companies.

Custom reporting

Accurate and timely customized reports.

Corporate action management and proxy voting

Corporate actions and elections handled in a timely manner.

Account administration

Administration for a full range of registered and non-registered accounts.

An end-to-end correspondent and custody solution that’s all about you

Your priorities and your mandate are the foundation for building a long-term relationship focused on what matters most to you:

Free up your time and resources, with flexible, end-to-end correspondent and custody solutions that support your goals.
Keep pace with industry change, supported by continual reinvestment in our Aviso Connect^(TM) platform, which integrates best-in-class technology, financial products and services to help your business grow.
Achieve exceptional client experiences through innovative technology and operational excellence.
Receive unparalleled service, supported with a regional presence across Canada, including Montreal, Toronto, Calgary, and Vancouver.
Access strategic consulting to help you grow, from a senior team that averages 25 years of experience. 
Work with a dependable, trusted partner: we’re part of Aviso, a leading wealth services provider for the Canadian financial industry. Aviso delivers wealth management services and solutions to more than 300 financial institutions coast to coast.

Working in close collaboration with Aviso Correspondent Partners has allowed us to focus on new growth opportunities. The team at Aviso understands our culture, adapting to meet our needs with foresight and flexibility. And the service is second to none.

Ramy Dimitry

, Managing Director, Business Management & Operations at Connor, Clark & Lunn Private Capital

Get in touch

Let’s talk about how Aviso Connect can help you grow your business. For custody and trading services, please contact Maria (B.C. to Manitoba) or Chris (Ontario to Atlantic Canada). For introducing broker firms, please contact Peadar.

Vancouver

Kevin Vanderheyden

SVP, Head of Correspondent & Institutional

604.209.2575

kvanderheyden@aviso.ca

Vancouver

Maria Montano

Vice President, Relationship Management & Sales

T 604.742.8230

M 604.329.3659

mmontano@aviso.ca

Toronto

Chris Chen

Vice President, Correspondent & Institutional

T 647.317.5713

M 416.432.8732

cchen@aviso.ca

Toronto

Peadar Duignan

Vice President, Correspondent & Platform Services

T 647.696.9922

M 416.276.5045

pduignan@aviso.ca

Aviso Correspondent Partners is a division of Aviso Financial Inc., Member of the Canadian Investor Protection Fund. ™Aviso Connect is a trademark of Aviso Wealth Inc.

Aviso Correspondent Partners

Deliver more value to your clients and grow your business

Design your unique correspondent and custody solution

Our services

An end-to-end correspondent and custody solution that’s all about you

Get in touch

Partner with Aviso

Contact

Company

Media