Wealth Management Focus Aviso is a key player in the Canadian wealth management industry, providing innovative solutions to institutional and retail organizations. With over $130 billion in assets under administration and management, there is a significant sales opportunity to offer Aviso's wealth management services to new clients looking for a competitive edge.

Tech-Driven Solutions Aviso leverages a variety of advanced technologies in its operations, including Apache Maven, Sitecore, and Hadoop. Highlighting Aviso's tech stack capabilities can be a compelling sales argument when pitching to tech-friendly organizations seeking modern financial services partners.

Ownership Structure Advantage As a subsidiary of Aviso Wealth LP, which is 50% owned by Desjardins Financial Holding Inc., Aviso has strong financial backing and credibility. Leveraging the reputable ownership structure and the collective strength of key stakeholders can be advantageous in acquiring new clients who prioritize stability and reliability in their financial service providers.

Comprehensive Service Offerings Aviso offers a wide range of services through its subsidiaries, including Aviso Wealth, Qtrade Direct Investing, and Credential Insurance Services. This diverse portfolio presents a sales opportunity to cross-sell different financial products and services to existing clients or to attract new clients looking for a comprehensive suite of offerings.

Brand Recognition & Community Values With a strong company culture focused on leadership, innovation, and community, Aviso has built a reputable brand known for its responsible and community-centric approach. Emphasizing Aviso's values and community involvement can resonate well with potential clients who value ethical practices and corporate social responsibility in their business partners.