COVID-19: Our response

In this time of concern and disruption related to the COVID-19 pandemic, we’re taking measures to protect the health of our employees, partners and clients, and to ensure the information and assets entrusted to us are safeguarded.

Aviso Wealth has established a COVID-19 Management Team that meets daily to assess risk and recommend actions. The team is closely monitoring developments globally and locally, and looking to public health authorities such as the Public Health Agency of Canada for the latest information to guide decision making.

Aviso Wealth remains fully operational. We are well-prepared to keep your information and assets safeguarded, no matter the circumstance.

We’re committed to our partners

Our responsibility is to all our stakeholders, including partners, clients and our employees.

We are committed to maintaining high levels of service, even during this global pandemic. Our teams know they are performing critical work to ensure Canadians are informed and have access to their accounts and agency of their assets – in a time when they need it most.

Our teams are resilient

We are keeping our people healthy and our business moving forward. Aviso Wealth has implemented mandatory work-from-home arrangements for most employees, suspended air travel, and cancelled all in-person events and meetings. We are promoting key public health resources and ensuring employee access to counselling services.

Employees working from home are following best practice guidelines from our Compliance and IT teams with regards to privacy and information security.

Our business is secure

Aviso Wealth has a comprehensive Business Continuity Plan that identifies and prioritizes our critical business processes and provides mitigation and resolution plans. We conduct extensive internal and industry-wide testing multiple times a year to ensure our teams and systems are ready to quickly adapt to any scenario. Our Business Continuity Plan is certified by our President & CEO to regulators annually.

We are communicating openly

We have connected with our suppliers to confirm they have robust business continuity plans in place, and to provide support where we can. These include services such as books and records, trading, banking and regulatory relationships, and industry utilities such as our custodians and depositories. We are proactively communicating with our suppliers on a regular basis to obtain updates on the status of their operations and business continuity actions.

With the developing situation, our Client Service Team is experiencing a higher-than-normal volume of inquiries. We appreciate your patience as we work diligently to respond as quickly as possible.

We’ll get through this together

This is a unique and challenging time. Aviso Wealth is closely monitoring what’s happening globally and locally and working directly with Canada’s financial regulators to provide the best possible advice and support to our partners.

We remain committed to improving the financial well-being of Canadians, and to keeping partners and clients informed about what we’re doing.