Aviso Wealth Revenue and Competitors

Toronto, ON CAN

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Aviso Wealth's estimated annual revenue is currently $299.9M per year.(i)
  • Aviso Wealth's estimated revenue per employee is $294,000

Employee Data

  • Aviso Wealth has 1020 Employees.(i)
  • Aviso Wealth grew their employee count by 9% last year.

Aviso Wealth's People

NameTitleEmail/Phone
1
SVP, Head Qtrade online brokerage and digital wealthReveal Email/Phone
2
VP, Sales, Private Wealth SolutionsReveal Email/Phone
3
VP, Capital Markets TradingReveal Email/Phone
4
VP, Startegic PartnersReveal Email/Phone
5
SVP, Project Management OfficeReveal Email/Phone
6
Credit OfficerReveal Email/Phone
7
Compliance OfficerReveal Email/Phone
8
VP, Wealth Management Investment Strategy & SolutionsReveal Email/Phone
9
VP, Business PracticesReveal Email/Phone
10
VP, Western CanadaReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$526.5M28935%N/AN/A
#2
$2.2M215%N/AN/A
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What Is Aviso Wealth?

Aviso Wealth is a national financial services company with over $59 billion in assets. Aviso is owned by the credit union Centrals, The CUMIS Group and Desjardins. Aviso provides a comprehensive, integrated suite of wealth solutions for individual Canadians and for financial organizations across Canada. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our automated investing platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers, and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. A career with Aviso Wealth means being part of an organization dedicated to your success and career development. If youre looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer. For more information visit www.aviso.ca

keywords:N/A

N/A

Total Funding

1020

Number of Employees

$299.9M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Aviso Wealth News

2022-04-17 - The pressure's on for advisors in responsible investing space

... focus groups with advisors and investors,” said David Rutherford, VP Communications and Corporate Sustainability at Aviso Wealth.

2022-03-22 - Aviso Wealth teams up with global tech service provider

Aviso Wealth, one of Canada's largest independent wealth management businesses, is expanding its entire wealth management offering by...

2019-09-08 - Results for the second quarter of 2019 - Desjardins Group ...

Adjusted surplus earnings(1) were up $144 million or 26.3 % for the specific item related to the creation of Aviso Wealth, i.e. the gain from the ...

2019-09-03 - Adapting to the modern world: Top 10 Prairie Firms

Key clients: Artis REIT, Aviso Wealth, Canadian Medical Protective Association, Delta 9 Cannabis Inc., Exchange Income Corporation, ...

2019-09-03 - IFIC Announces New Chair and Board of Directors for 2019 ...

... Johanne Blanchard, Vice President and Legal Counsel, IG Wealth ... President & CEO, Aviso Wealth; David Scandiffio, President & CEO, ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$75M1023N/AN/A
#2
$294.7M102781%N/A
#3
$75M10288%N/A
#4
$364.5M102910%N/A
#5
$261.3M1037N/AN/A