Great place to work
Over $140 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.

Featured articles

A made-in-Canada tariff response: Insights from Aviso’s wealth ecosystem
Apr 03, 2025
3 min read
A made-in-Canada tariff response: Insights from Aviso’s wealth ecosystem
Tariffs and global trade shifts challenge Canadian businesses and communities, but they also open doors for innovation, resilience, and collaboration.
U.S. tariffs call for a made-in-Canada response plan
Feb 04, 2025
3 min read
U.S. tariffs call for a made-in-Canada response plan
A made-in-Canada growth plan requires dismantling interprovincial trade barriers, reducing red tape, simplifying tax codes, and investing more
Aviso
Feb 20, 2025
3 min read
Aviso is the presenting sponsor of the 2025 WWF Climb for Nature
Aviso employees will also be climbing and volunteering at the annual fundraising event
Aviso
Dec 17, 2024
4 min read
Qtrade partners with PersonaFin to deliver AI-driven Personalized News...
Canadian investors can now tap into real-time insights and tailored investment news
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