Craft

Aviso Wealth

Revenue

$766 M

Y, 2023

Aviso Wealth Summary

Company Summary

Overview
Aviso Wealth is a company that provides wealth management solutions for institutional and retail organizations. It offers online brokerage, mutual funds, personal insurance, estate planning, tax reporting, account administration, and other services.
Type
Subsidiary
Status
Active
Founded
2018
HQ
Toronto, CA | view all locations
Website
https://www.aviso.ca
Cybersecurity rating
Sectors

Key People

  • Wanda Frisk

    Wanda Frisk, SVP, Head of Credit Union Wealth Management

  • Tim Prescott

    Tim Prescott, SVP, Head of Asset Management

  • Christine Zalzal

    Christine Zalzal, SVP, Head of Online Brokerage & Digital Wealth

  • Kevin Vanderheyden

    Kevin Vanderheyden, SVP, Head of Correspondent & Institutional

Operating MetricsView all

Assets Under Management

$C121.2B
16.2%

Y, 2023

LocationsView all

4 locations detected

  • Toronto, ON HQ

    Canada

    151 Yonge Street, Suite 1200

  • Montréal, QC

    Canada

    1 Complexe Desjardins

  • Montréal, QC

    Canada

    2410-1800 McGill College Avenue

  • Vancouver, BC

    Canada

    700 – 1111 West Georgia Street

Aviso Wealth Financials

Summary Financials

Revenue (Y, 2023)
$C766.0M
Net income (Y, 2023)
$C69.0M
EBIT (Y, 2023)
$C113.0M

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