Aviso Wealth
Financial Services • 
Vancouver, British Columbia, Canada • 501-1000 Employees
Company overview
| Headquarters | 700-1111 West Georgia Street, Vancouver, BC V6E 4T6, CA |
| Phone number | +18885455959 |
| Website | |
| NAICS | 52 |
| Keywords | Asset Management, Financial Planning, Insurance Services, Full-Service Brokerage, Investment Counselling, Online Brokerage Services |
| Employees | 501-1000 |
| Socials |
Key Contacts at Aviso Wealth
Arindam Maitra
Director - Program Management
Anouck Trabacchi
Director, Strategic Hr
Gwendolyn De Guzman
Director Relationship Management
Cole Wyatt
Director, Customer Service Experience
John Cerio
Senior Director, Insurance Programs And Services
Trevor Bragg
Director, Sales Enablement
Ron Ng
Director Anti-Money Laundering Compliance
Chris Luk
Director Technology Solutions
Stuart Pickard
Director, Strategic Initiatives & Operations
Ryan Rogers
Director, Acp Partner Integration
Aviso Wealth Email Formats
Aviso Wealth uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@aviso.ca), used 64.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@aviso.ca | 66.7% |
{first initial}{last name} | jdoe@aviso.ca | 22.9% |
{last name}{last name} | doedoe@credential.com | 9.7% |
About Aviso Wealth
Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We’re focused on continually enhancing advisor and investor experiences. As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth management solutions, plus dealer services and back-office administration. Comprehensive estate planning services are offered through Aviso Wealth Inc. subsidiaries to complement the overall financial planning process. We’re backed by the strength of Aviso – a leading Canadian wealth and investment services provider with three decades of experience supporting the delivery of financial advice for Canadians. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. The Aviso Managed Assets Program is offered by Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated. 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.
Aviso Wealth revenue & valuation
| Annual revenue | $11,300,000 |
| Revenue per employee | $23,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $36,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 501-1000
Seniority
Employees
Employees by Department
Aviso Wealth has 233 employees across 14 departments.
Departments
Number of employees
Funding Data
Aviso Wealth has never raised funding before.
United States
Frequently asked questions
4.8
40,000 users
