Aviso Wealth is committed to helping all Canadians achieve financial well-being. We provide partners with introducing dealer/broker services for both the MFDA and IIROC platforms, and enable them to confidently provide access to a full suite of investment solutions to their retail clients. We take pride in offering comprehensive, scalable dealer services with exceptional support for both advisors and clients.
Grow your business with the support of an experienced Canadian wealth management firm dedicated to your success.
For 25 years, we’ve been helping partners compete effectively in the retail wealth management space with access to a wide range of mutual funds, wrap programs and GICs, as well as in-depth proprietary research and targeted product strategy.
We provide advisors with the technology, tools and support they need to succeed in a highly competitive industry, allowing them to build better portfolios, improve client relationships, work efficiently, and increase sales performance.
MFDA-regulated mutual fund dealership is offered through Credential Asset Management Inc.
Access capital markets and meet investors’ needs with a full range of investment options.
Aviso has over two decades of experience helping Canadian financial institutions meet the diverse needs of investors with a full range of equities, fixed income instruments, mutual funds, and more.
Through our leading-edge tools and services, investment advisors are able to:
- Open accounts quickly and easily
- Make real-time changes to client portfolios
- Generate comprehensive custom reports
- Securely access client documents
IIROC-regulated full-service brokerage is offered through Credential Securities and Qtrade Advisor.
Aviso’s wealth offering includes innovative, high-quality solutions.
Aviso also offers fee-based options for investors, which include active portfolio management and regular account maintenance, along with retirement and estate planning. Our fee-based programs provide access to portfolio models, specialty funds and enhanced research options, along with comprehensive reporting on accounts.
Discretionary management solutions combine the advantages of a fee-based advisory relationship with the freedom of discretionary management. Investors benefit from access to comprehensive and competitive pooled investment solutions managed by premier investment managers.
Aviso provides fee-based investment solutions for high net worth clients and families, endowments, foundations, and corporations with access to the expertise of top-tier, pension-class investment managers.