Helping Advisors

A solid foundation for success

A solid foundation for success

Join the independent network that supports you with competitive wealth solutions, expertise, and technology.

Aviso is one of Canada’s largest independent wealth management firms, serving virtually all of Canada’s credit unions and a range of independent financial organizations.

Aviso has the resources to bring competitive products and services to you and your clients. And we have the scale and financial strength to evolve with the marketplace, continually investing in the business and the growth of our partners.

Grow your career with Aviso

At Aviso, you’re a partner, so you decide how you want to meet your goals, and we’ll be there to support you every step of the way. Join us to be a part of a leading wealth management organization committed to service, partnership, and innovation. 

Everything you need, in one place

With our full suite of competitive wealth solutions, you can integrate all aspects of your clients’ financial well-being. Implement your holistic wealth planning with:

  • A full spectrum of wealth offerings, including access to a broad product shelf.
  • Fee-based managed solutions, with both discretionary and non-discretionary options.
  • Responsible investing options to make the world a better place.
  • Digital solutions for those clients looking for an all-in-one solution with continuous oversight and regular rebalancing.
  • Insurance, Tax and Estate Planning to mitigate risk and maximize legacies.
  • Group benefits and retirement plans for businesses.
  • Access to specialist expertise for complex cases.