At Aviso, we’re proud to power businesses that empower investors. As a leading wealth services supplier for the Canadian financial industry, we’re building a technology-enabled, client centric wealth management ecosystem. Our clients include our partners, advisors and investors.
We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our vision is to be the provider they choose by delivering proven wealth products, services and expertise.
Aviso’s comprehensive offering supports thousands of investment advisors through an investment dealer and mutual fund dealer, as well as insurance services. Our asset manager oversees NEI Investments, which has a long history of integrating Environmental, Social and Governance analysis into investment decision-making processes. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. And Aviso Correspondent Partners provides custodial back-office services, trade execution, clearing, processing, and reporting for Canadian portfolio managers, investment dealers, insurance companies, and trust companies.
Our oneaviso team
Advance your professional goals at Aviso! You’ll find a place where your ideas, values and learning objectives are supported. Our core values - responsibility, partnership, leadership, innovation, and community - guide how we show up for each other, our clients, and the communities we serve.
Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Qtrade Securities Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Aviso Correspondent Partners operates as a separate business unit of Credential Qtrade Securities Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.