Investment Dealers
Our investment dealer services, along with our professionally managed investment solutions, deliver a highly competitive wealth offering for our partners’ members and clients. We provide introducing dealer/broker services for Aviso Financial Inc. platform, including practice management support.
Investment Solutions
For almost 40 years, NEI has been at the forefront of responsible investing by providing solutions that deliver results. By working with a roster of global investment managers, NEI Investments offers a range of equity, fixed income and balanced mutual funds as well as multi-asset portfolios.
Automated (Robo) Advice
Our digital wealth (robo-advice) service, Qtrade Guided Portfolios®, is a smart, easy way to build wealth. It provides investors with an automated, professionally designed portfolio matched to their needs and goals, continuous oversight and regular rebalancing—all delivered in a simple online investing service.
Insurance and Estate Planning
We support our partners' clients' in protecting their wealth, mitigating risk, and protecting their loved ones in order to establish or preserve a legacy that they would like to leave behind.
Through our insurance solutions and estate planning services, partners can provide their clients with personal insurance－such as life and living benefits－along with the needs of business owners and entrepreneurs. Through Aviso, partners can provide access to expert advice and a competitive range of products from Canada’s leading carriers.
Correspondent & Institutional
We understand the business of providing wealth management back office and trading services for a variety of portfolio managers and wealth management firms. As an independent Canadian custodian, we help them grow their business with tailored custody services, trading services and more.
