Aviso Wealth

Aviso Wealth is one of Canada's largest independent wealth management firms. It was formed through the 2018 merger of three entities: Credential Financial, Qtrade Financial Group, and NEI Investments. The company is owned by a partnership of Canada's five provincial credit union Centrals and the CUMIS Group. Aviso's mission is to provide comprehensive wealth management solutions and services to the Canadian credit union system and other independent financial organizations. Its offerings include online brokerage through Qtrade Direct Investing, investment dealer services through Aviso Financial, asset management through NEI Investments, and correspondent and institutional services.