Aviso Wealth

Aviso offers a comprehensive suite of wealth management, investing, and insurance solutions tailored for financial institutions, advisors, and investors. With over 30 years of experience and more than $200 billion in assets under administration, Aviso provides targeted technology and expertise to help clients achieve their financial goals. The company supports a network of 300 financial partners and 3,000 investment advisors, empowering them with competitive solutions and expert support. Aviso is committed to fostering an exceptional culture that drives success and career development for its employees.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Aviso Wealth Org Chart

Bill Packham

President & Chief Executive Officer

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Stacey Petersen

Senior Vice President, Head of Direct Investi...

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Wanda Frisk

Head Senior VP, Credit Union Wealth Managemen...

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Sherri Evans

Senior VP & Head of Service, Operations, Comp...

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Timothy Prescott

Senior VP Head of Asset Management

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Jack Berros

Senior VP, At Aviso Wealth Head of Capital Ma...

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Daniel Bowering

Vice President, Chief Compliance Officer

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Maria Montano

Sales Vice President, Relationship Management

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Matthew Iesulauro

Vice President, Sales

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Alexia Vitaljic

Vice President, People & Culture

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Sophie Touchette

Vice President, Sales

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Peter Belanger

Director, Finance Operations

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Director, Strategic Finance

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Director, Strategic Finance

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Regional Director, Online Brokerage & Digital...

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Cu Wealth Director, Strategic Finance

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Regional Director, Online Brokerage & Digital...

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Compare Similar Companies to Aviso Wealth

Compare insights from companies similar to Aviso Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aviso Wealth

$164.7M

501-1,000

Private

1992

Bill PackhamPresident & CEO

Manulife Investment Manag...

$745.6M

1K - 5K

Private

1887

Jason FromerManaging Director

Richardson Wealth

$434.6M

501-1,000

Private

$80M

2003

Ayeza AhmedChief Financial Officer & Vice President, Rwl Finance, Radio Frequncy Capital

Assante Wealth Management

$430.5M

501-1,000

Private

1995

Jeff GrantChief Financial Officer, CI Investment Services Inc

DundeeWealth Inc.

$335.3M

501-1,000

Private

1998

Jane SillbergVice President, Human Resources

Guardian Capital Group

$284M

201-500

Public

1962

George MavroudisPresident & CEO

Odlum Brown

$141.8M

201-500

Private

1923

Peter PacholkoChief Operating Officer & Chief Financial Officer

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Aviso Wealth Tech Stack

A closer look at the technologies used by Aviso Wealth

WordPress.org

Automattic

PHP

Oracle Health (Cerner)

Oracle

Google Universal Analytics

Google

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Frequently Asked Questions Regarding Aviso Wealth

What is Aviso Wealth's official website?

Aviso Wealth's official website is www.aviso.ca

What is Aviso Wealth's Revenue?

Aviso Wealth's revenue is $164.7 Million

What is Aviso Wealth's SIC code?

Aviso Wealth's SIC: 62,628

What is Aviso Wealth's NAICS code?

Aviso Wealth's NAICS: 52,523

How many employees does Aviso Wealth have?

Aviso Wealth has 501-1,000 employees

What industry does Aviso Wealth belong to?

Aviso Wealth is in the industry of: Finance, Insurance, Securities Trading

What is Aviso Wealth competition?

Aviso Wealth top competitors include: Assante Wealth Management, Richardson Wealth, DundeeWealth Inc., Guardian Capital Group

What companies has Aviso Wealth acquired?

Aviso Wealth has acquired the companies: Meritas Financial

What technology does Aviso Wealth use?

Some of the popular technologies that Aviso Wealth uses are: WordPress.org, PHP, Oracle Health (Cerner), Google Universal Analytics

How do I contact Aviso Wealth?

Aviso Wealth contact info: Phone number: (416) 594-6633 Website: www.aviso.ca

What does Aviso Wealth do?

What are Aviso Wealth social media links?

Aviso Wealth Linkedin page Aviso Wealth Twitter page Aviso Wealth Facebook page

Is Aviso Wealth a public company?

Aviso Wealth is private company therefore does not currently have an official ticker symbol

See more information about Aviso Wealth

Aviso Wealth Latest Hires and Their Positions

Aviso Wealth is expanding and recently hired new employees. Here are the latest additions to the team.

Bianca Lo

Content Writer

Joined Aug 1, 2026

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Farhat Fathima

Learning & Development Specialist

Joined Jul 1, 2026

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Joseph Mudge

Senior Director, Data Science & Ai Enablement

Joined Jul 1, 2026

Phone

Shaun Weber

Senior Integration Specialist

Joined Jul 1, 2026

Phone

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