Aviso Wealth

Aviso Wealth Inc. is a prominent Canadian wealth management firm that was established in 2018 through the merger of Credential Financial Inc., Qtrade Canada Inc., and NEI Investments. This strategic consolidation created one of Canada's largest independent wealth management entities, dedicated to serving the financial needs of credit unions and their members, as well as a diverse range of individual and institutional clients across the country. Aviso Wealth is jointly owned by Desjardins Financial Holding Inc. and CU CUMIS Wealth Holdings LP, a partnership of the five provincial credit union Centrals and The CUMIS Group Limited. This ownership structure underscores its strong ties to the Canadian cooperative financial sector.

The company offers a comprehensive and integrated suite of wealth management solutions. These services encompass investment dealer and mutual fund dealer services, insurance solutions, asset management, online brokerage, and digital wealth (robo-advice) platforms. Aviso's asset management division includes NEI Investments, a leader in responsible investment solutions in Canada. Its online brokerage, Qtrade Direct Investing®, is an award-winning platform for self-directed investors, while Qtrade Guided Portfolios® offers automated investing services. Furthermore, Aviso Correspondent Partners provides custodial back-office services, trade execution, clearing, processing, and reporting for various Canadian financial organizations. Aviso Wealth is committed to empowering better wealth management for all Canadians by providing innovative, technology-enabled, and client-centric solutions. The firm supports thousands of investment advisors and serves over 375,000 members at numerous credit unions nationwide. With major operations in Vancouver and Toronto, and regional offices across Canada, Aviso Wealth has established a significant national presence. Since its inception, the company has seen substantial growth, with assets under administration and management more than doubling to over $110 billion by June 2023.