Aviso has access to a comprehensive lineup of investment solutions including mutual funds, multi-asset portfolios, managed solutions and separately managed accounts designed to meet the goals, timeline and risk profile of Canadian investors. Our investment solutions are provided by NEI Investments and Private Wealth Solutions.
For almost 40 years, NEI has been at the forefront of responsible investing by providing innovative solutions that deliver results. By working with a roster of global investment managers that act as subadvisors, NEI Investments offers a range of equity, fixed income and balanced mutual funds as well as multi-asset portfolios.
Private Wealth Solutions
Private Wealth Solutions offers premium wealth management solutions designed for Credential Qtrade Securities Inc. clients which include pooled investments and more.
Mutual funds and other securities are offered through Credential Qtrade Securities Inc.
Private wealth solutions are offered through Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.