Aviso Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 501-1,000 Employees

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Overview

Headquarters

151 Yonge St Suite 1200, Toronto, Ontari...

Phone Number

(416) 594-6633

Revenue

$164.7 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About 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
Aviso Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Aviso Wealth Org Chart

BP
Canada flag for contact location.

President & Chief Executive Officer

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

PhoneEmail
TP
Canada flag for contact location.

Senior VP Head of Asset Management

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

PhoneEmail
SP
Canada flag for contact location.

Senior Vice President, Head of Direct Investi...

PhoneEmail
WF
Canada flag for contact location.

Head Senior VP, Credit Union Wealth Managemen...

PhoneEmail
AV
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Vice President, People & Culture

PhoneEmail
ST
Canada flag for contact location.

Vice President, Sales

PhoneEmail
TD
Canada flag for contact location.

Vice President, Enterprise Strategy & Innovat...

PhoneEmail
PN
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Vice President Advisor Recruitment

PhoneEmail
RC
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Vice President, Sales, Aviso Private Wealth

PhoneEmail

PhoneEmail
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TA
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Trading Director, Retail

PhoneEmail
CW
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Experience Director, Customer Service

PhoneEmail
AT
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Director, Operations

PhoneEmail
CC
Canada flag for contact location.

Onboarding Director, Partner Services

PhoneEmail
MF
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Director, Operations

PhoneEmail
SP
Canada flag for contact location.

Operations Director, Strategic Initiatives

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aviso Wealth

$164.7M
501-1,000
Private
-
1992
BP
Bill PackhamPresident & CEO
$434.6M
501-1,000
Private
$80M
2003
JS
Jan SampsonChief of Staff
$430.5M
501-1,000
Private
-
1995
JG
Jeff GrantChief Financial Officer, CI Investment Services Inc
$335.3M
501-1,000
Private
-
1998
AS
Amy SatovExecutive VP, Distribution, Legal & Compliance
$284M
201-500
Public
-
1962
GM
George MavroudisPresident & CEO
$141.8M
201-500
Private
-
1923
Peter Pacholko, Chief Operating Officer & Chief Financial Officer at Odlum Brown
Peter PacholkoChief Operating Officer & Chief Financial Officer
$103.1M
51-200
Public
-
1967
MC
Megan CobbChief of Staff & CEO, Office
Illustration of an envelope

Aviso Wealth Tech Stack

A closer look at the technologies used by Aviso Wealth

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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: Freshservice, Zingfit, WordPress.org, PHP
How do I contact Aviso Wealth?
Aviso Wealth contact info: Phone number: (416) 594-6633 Website: www.aviso.ca
What does Aviso Wealth do?

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 comp... any 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.Read More

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

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