Correspondent & Institutional Services
Aviso Wealth’s Correspondent and Institutional Services deliver robust, efficient and reliable end-to-end neutral custody solutions.
We partner with portfolio managers and wealth management firms, allowing them to focus on managing their clients’ assets and growing their own businesses.
As an independent Canadian custodian, we offer tailored custody services, trading and more. We take a proactive approach to understanding your business, and build a truly flexible and seamless solution customized to your needs. As a true partner, our goal is to deliver a quality solution that best serves you and your clients.
Aviso offers Correspondent and Institutional Services through Aviso Correspondent Partners.
Custody Services
We deliver a range of products and services to successfully manage client investments. Our strengths include:
Deep roots in wealth management, with 25 years of experience
Extensive partner network, with more than 300 partners coast to coast
Financial strength: we continually invest in technology and processes
Leading market intelligence and world-class commentary
Empowering Growth
As a trusted partner, our goal is to deliver a quality solution that best serves you and your clients.
High-touch account management and service
Advanced technology solutions
Critical business-support tools
Industry research and commentary
Dedicated and responsive team
Partnership Opportunities
Kevin Vanderheyden
SVP, Head of Correspondent & Institutional
604.209.2575