Aviso Wealth is a Canadian company specializing in wealth management solutions. With over 30 years of experience and over $140 billion in assets under administration and management, Aviso offers comprehensive wealth management, investing, and insurance solutions. The company partners with financial institutions, investment advisors, and credit unions to drive business forward, providing services such as investment dealer services, correspondent and institutional services, online brokerage platforms, and automated advice. Aviso focuses on combining technology-enabled experiences with personalized human connections to help investors achieve financial confidence and peace of mind. It is recognized for its exceptional culture and commitment to the success and career development of its team.
November 6
VP, Sales for NEI Investments focused on sales growth and strategy.