A secure facility for safekeeping physical certificates and book-entry issues.
Aviso Correspondent Partners
Deliver more value to your clients and grow your business
Get customizable services and efficient, flexible technology from Aviso Correspondent Partners
Gain a competitive advantage, and save time and money, by leveraging the scale, strength, stability, and security of one of Canada’s leading independent correspondent and custody services providers. Aviso Correspondent Partners is the partner of choice for over 100 portfolio managers, investment dealers, and other financial organizations.
You’ll appreciate our proactive approach to understanding your business. Let’s talk about building a solution that fits your unique needs and priorities, and supports your mandate.
Design your unique correspondent and custody solution
Build your solution from a comprehensive range of services and products, and flexible technology that can be customized to meet your needs.
Our services
Our services include cash management and the administration of financial assets such as money market instruments, equities, government and corporate bonds, other debt instruments, rights, warrants, and mutual fund units:
Safekeeping
Cash management
A wide selection of cash investment alternatives to optimize client returns.
Clearing and settlement
Straight-through processing for speed and accuracy.
Tax reporting
Simple tax documentation and efficient foreign tax reclaims processing.
Dividend and interest collections
Income posted on due dates when payments received from issuing companies.
Custom reporting
Accurate and timely customized reports.
Corporate action management and proxy voting
Corporate actions and elections handled in a timely manner.
Account administration
Administration for a full range of registered and non-registered accounts.
An end-to-end correspondent and custody solution that’s all about you
Your priorities and your mandate are the foundation for building a long-term relationship focused on what matters most to you:
- Free up your time and resources, with flexible, end-to-end correspondent and custody solutions that support your goals.
- Keep pace with industry change, supported by continual reinvestment in our Aviso Connect(TM) platform, which integrates best-in-class technology, financial products and services to help your business grow.
- Achieve exceptional client experiences through innovative technology and operational excellence.
- Receive unparalleled service, supported with a regional presence across Canada, including Montreal, Toronto, Calgary, and Vancouver.
- Access strategic consulting to help you grow, from a senior team that averages 25 years of experience.
- Work with a dependable, trusted partner: we’re part of Aviso, a leading wealth services provider for the Canadian financial industry. Aviso delivers wealth management services and solutions to more than 300 financial institutions coast to coast.
Working in close collaboration with Aviso Correspondent Partners has allowed us to focus on new growth opportunities. The team at Aviso understands our culture, adapting to meet our needs with foresight and flexibility. And the service is second to none.
Ramy Dimitry
, Managing Director, Business Management & Operations at Connor, Clark & Lunn Private Capital
Get in touch
Let’s talk about how Aviso Connect can help you grow your business. For custody and trading services, please contact Maria (B.C. to Manitoba) or Chris (Ontario to Atlantic Canada). For introducing broker firms, please contact Peadar.
Vancouver
Kevin Vanderheyden
SVP, Head of Correspondent & Institutional
604.209.2575
Vancouver
Maria Montano
Vice President, Relationship Management & Sales
T 604.742.8230
M 604.329.3659
Toronto
Chris Chen
Vice President, Correspondent & Institutional
T 647.317.5713
M 416.432.8732
Toronto
Peadar Duignan
Vice President, Correspondent & Platform Services
T 647.696.9922
M 416.276.5045
Aviso Correspondent Partners is a division of Aviso Financial Inc., Member of the Canadian Investor Protection Fund. ™Aviso Connect is a trademark of Aviso Wealth Inc.
