Great place to work
Over $135 billion

In assets under administration and management
30+ years

Experience delivering wealth solutions
300 partners

Financial institutions using Aviso solutions
3,000 investment advisors
Supported on Aviso’s platforms
Bill Packham, President & CEO, Aviso

Building a healthy Canadian wealth ecosystem

According to Aviso President & CEO Bill Packham, Canada’s wealth management industry needs to balance technology-enabled experiences with a human connection. As technology democratizes access to financial advice and planning, advisors still play an essential role in helping investors make deeply personal life decisions.

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Wanda Frisk

As an Aviso partner, your success is our success. We’re committed to true partnership and to earning your trust and confidence.

Wanda Frisk

, SVP, Head of Credit Union Wealth Management