Formerly Director & Portfolio Manager, OMERS Capital Markets

About Aviso Wealth
Aviso Wealth is one of Canada’s largest independent wealth management firms. They're a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to their flexible centre of integrated products and services, their partners are empowered to provide better wealth management to their clients. Their comprehensive offering includes investment dealer and insurance services supporting thousands of financial advisors across Canada. Their asset manager, NEI Investments, is a Canadian leader in responsible investment funds and portfolios. Their award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. And Aviso Correspondent Partners provides custodial and carrying broker services to portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.

With over $100 billion in assets under administration and management, they're an ambitious organization backed by the collective strength of their owners: the credit union Centrals, The Co-operators/CUMIS, and Desjardins. For more information visit aviso.ca.