Insights

Strategic Partnerships Aviso Wealth has recently partnered with BlueShore Financial and FP Canada, opening up opportunities for cross-selling financial services to clients of these organizations.

Industry Events Sponsorship Aviso Wealth sponsored the 2025 WWF Climb for Nature event, demonstrating a commitment to environmental causes. Leveraging this sponsorship can create networking opportunities and showcase corporate social responsibility to potential clients.

Mergers & Acquisitions Following the merger with Qtrade Financial Group, Aviso Wealth is expanding its offerings. This presents a chance to introduce new products and services to a wider customer base and capitalize on the combined strengths of both entities.

Tech Adoption Aviso Wealth utilizes a variety of technologies like Bloomberg and Azure Synapse Analytics. Understanding their tech stack can help tailor solutions to meet their evolving needs and potentially offer complementary technological solutions or integrations.

Client Expansion Aviso Wealth has onboarded new clients like Conquest Planning Inc. and Your Neighbourhood Credit Union Limited. Leveraging these client relationships, there is an opportunity to provide bespoke wealth management services and potentially attract similar clients through referrals.

Similar companies to Aviso Wealth

Aviso Wealth Tech Stack

Aviso Wealth uses 8 technology products and services including Bloomberg, Azure Synapse Analytics, Vyond, and more. Explore Aviso Wealth's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Azure Synapse Analytics
    Big Data Processing
  • Vyond
    Marketing
  • Genesys Cloud
    Marketing Automation
  • Metadata
    Marketing Automation
  • iClarity B2B2C
    Marketing Automation
  • Yoast SEO
    Search Engines
  • Miro
    Team Collaboration

Media & News

Aviso Wealth's Email Address Formats

Aviso Wealth uses at least 1 format(s):
Aviso Wealth Email FormatsExamplePercentage
FLast@aviso.caJDoe@aviso.ca
91%
FirstLast@aviso.caJohnDoe@aviso.ca
8%
FiLast@aviso.caJoDoe@aviso.ca
1%

Frequently Asked Questions

Where is Aviso Wealth's headquarters located?

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Aviso Wealth's main headquarters is located at 151 Yonge St Toronto, Ontario CA. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is Aviso Wealth's stock symbol?

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Aviso Wealth is a publicly traded company; the company's stock symbol is N/A.

What is Aviso Wealth's official website and social media links?

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Aviso Wealth's official website is aviso.ca and has social profiles on LinkedIn.

How much revenue does Aviso Wealth generate?

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As of July 2025, Aviso Wealth's annual revenue reached $750M.

What is Aviso Wealth's NAICS code?

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Aviso Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Aviso Wealth have currently?

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As of July 2025, Aviso Wealth has approximately 1.6K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: B. P.Chief Executive Officer: M. L.Chief Financial Officer And Chief Risk Officer: J. B.. Explore Aviso Wealth's employee directory with LeadIQ.

What industry does Aviso Wealth belong to?

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Aviso Wealth operates in the Financial Services industry.

What technology does Aviso Wealth use?

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Aviso Wealth's tech stack includes BloombergAzure Synapse AnalyticsVyondGenesys CloudMetadataiClarity B2B2CYoast SEOMiro.

What is Aviso Wealth's email format?

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Aviso Wealth's email format typically follows the pattern of . Find more Aviso Wealth email formats with LeadIQ.
Aviso Wealth

Aviso Wealth

Financial ServicesOntario, Canada1001-5000 Employees

Aviso empowers better wealth management for all Canadians. We’re a leading wealth services provider for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our comprehensive ecosystem of integrated technologies, tools, products, services, and expertise, our partners can deliver an enhanced wealth management experience to their clients. 

Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.  

Our team of experienced professionals embrace a “oneaviso” 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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services 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. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.

Section iconCompany Overview

Headquarters
151 Yonge St Toronto, Ontario CA
Website
aviso.ca
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $100M$1B

    Aviso Wealth's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Aviso Wealth's revenue is in the range of $100M$1B

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