Aviso Wealth

www.aviso.ca

Aviso Wealth empowers better wealth management for all Canadians. We’re a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our flexible centre of integrated products and services, our partners can deliver an enhanced wealth management experience to their clients. With approximately $100 billion in assets under administration and management, we’re an ambitious organization backed by the collective strength of our owners: the credit union Centrals, The Co-operators/CUMIS, and Desjardins. We have operations in Toronto, Vancouver and Montreal, with a regional office in Winnipeg. Our team of experienced professionals embraces a “One Aviso” culture that celebrates leadership, innovation, partnership, responsibility and community. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth 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 trademarks of Aviso Wealth. Aviso Correspondent Partners operates as a separate business unit of Credential Qtrade Securities Inc.

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Aviso Wealth empowers better wealth management for all Canadians. We’re a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our flexible centre of integrated products and services, our partners can deliver an enhanced wealth management experience to their clients. With approximately $100 billion in assets under administration and management, we’re an ambitious organization backed by the collective strength of our owners: the credit union Centrals, The Co-operators/CUMIS, and Desjardins. We have operations in Toronto, Vancouver and Montreal, with a regional office in Winnipeg. Our team of experienced professionals embraces a “One Aviso” culture that celebrates leadership, innovation, partnership, responsibility and community. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth 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 trademarks of Aviso Wealth. Aviso Correspondent Partners operates as a separate business unit of Credential Qtrade Securities Inc.

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Country

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City (Headquarters)

Toronto

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Employees

501-1000

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Founded

2018

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Estimated Revenue

$1,000,000 to $5,000,000

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