Aviso serves credit unions, wealth management and insurance companies, introducing brokers, portfolio managers, and individual investors across Canada. For our partners, we offer a robust, comprehensive and customizable suite of wealth management, investing and insurance solutions to help you deepen your client relationships and grow your business.
Aviso Wealth is owned 50% by Desjardins Group, and 50% by a partnership comprising the five provincial Credit Union Centrals and the CUMIS Group.
Credit Unions
Harness a Fully Integrated Continuum of Wealth Services
As the premier wealth partner to credit unions across Canada, we provide you with everything you need to establish a sophisticated, competitive and growth-oriented wealth program. Drawing on extensive experience in the credit union space, we deliver solutions designed to grow your business, protect your client and member relationships, and reach your long-term goals.
Full-service advice and planning
IIROC and MFDA advisory services
Proprietary funds and portfolios, with a focus on Responsible Investing solutions
Managed investment solutions
Online brokerage
Digital wealth (robo-advice)
Insurance solutions
We pride ourselves on empowering Canadian credit unions to compete and succeed in the advisory, online investing and insurance spaces. Our products and capabilities are known for being best in class, and we provide exceptional support in the areas of practice management, education and training, technology, marketing support and client service—all driven by a commitment to cooperative values.
Wealth Management & Insurance Companies
Enhance and Insulate Your Client Relationships
Looking to expand your wealth offering into the online investing space? Aviso Wealth brings you best-in-class platforms backed by outstanding support, enabling you to meet more client needs, protect your relationships against cross-selling by competitors and tap into new revenue streams.
Leverage industry-leading investing platforms
Outsource operational and technology functions
Partner with experts in the online investing space
Offering our award-winning self-directed investing platform, and our digital wealth solution, will allow your business to expand its suite of services, deepen relationships, and attract new clients and assets. Aviso’s digital investing platforms can be offered as either white-label solutions presented with your firm’s brand, or as referral solutions, according to the needs of your business.
Introducing Brokers & Portfolio Managers
Build Your Business the Way You Want
For introducing brokers and portfolio managers, Aviso Wealth offers access to a full range of tailored custody and trading services, customized to meet your needs and backed by extensive experience and expertise in the correspondent space.
Leading-edge technology platforms, tailored to reflect your brand
Secure web-based technology integrated into your existing infrastructure
Access to investment vehicles and execution in all major asset classes
Competitive offering to align with your firm’s business model and needs
Detailed reporting packages to help you manage your business
Introducing Broker
Attract clients with efficient, powerful services customized and white-labeled for your business, including custody, trade execution and back-office processing. You’ll benefit from industry-leading solutions and dedicated expertise, guidance and support, all while maintaining the freedom and flexibility to manage your business independently.
Portfolio Manager
Entrust your trade execution and custody of client assets to an independent Canadian wealth leader offering in-depth technology, trading and outstanding support. We have a long track record of supporting portfolio managers with innovative, robust and reliable solutions backed by exceptional service and the accuracy, responsiveness and expertise you need to succeed.
Individual Investors
Invest with Confidence and Ease
Whether you’re a seasoned investor or just starting out on your wealth journey, Aviso empowers you to invest with confidence. Our powerful and intuitive online solutions are designed to give you everything you need to reach your investing goals, including friendly, knowledgeable support.
Online Brokerage
When you’re ready to pursue your own investing ideas, do it with the best. Aviso Wealth offers Canada’s top-ranked online brokerage. Known for low fees, helpful tools and resources, and outstanding support, our self-managed investing service makes it easy to discover, test and execute on investing ideas with a full range of accounts and fast access to the markets, online or from mobile.
Digital Wealth
What if you could take the most time-consuming aspects of investing, automate them, and package them in an easy, convenient online service? Aviso Wealth’s digital wealth (robo-advice) service does just that. Regardless of your investing knowledge or experience, you get a professionally designed portfolio matched to your investing timeline and goals, overseen by a team of experts and continually rebalanced to keep you on track. All easily accessed online or from our mobile app.
Our Partners Include
