Aviso

Today, we honor the survivors of residential schools, their families, and the children who never returned home. As we observe the fourth year of the National Day for Truth and Reconciliation, we reflect on the importance of ongoing Reconciliation. In recognition of this significant day, our offices will be closed on September 30. We encourage our colleagues to take this time to reflect on the past and consider how we can work with Indigenous Peoples towards a more just, equitable, and inclusive future. #NationalDayforTruthandReconciliation

The Aviso team was honoured to attend the CIO Canada Awards this week. Our Chief Technology and Digital Officer, George Ho, accepted the award for the new Qtrade Direct Investing® mobile app, launched earlier this year. This achievement underscores our relentless pursuit of excellence and innovation. With its scalable, multi-layered microservices architecture, we designed our app with a client-centric approach to enhance user experience and swiftly adapt to the ever-evolving market landscape. Thank you to the team across Aviso who made this possible. Your hard work and commitment have been instrumental in creating a better investing experience for Canadians. #CIOAwards #Innovation #QtradeDirectInvesting

Aviso’s Culture Committee recently hosted two fireside chats with SVP Head of Direct Investing Christine Zalzal in Toronto, and SVP Head of Credit Union Wealth Management Wanda Frisk in Vancouver. Fireside chats are opportunities for colleagues to connect with our leaders and learn more about them as people and professionals. Christine and Wanda offered some fruitful advice to attendees: 1. Be authentic: Understand who you are and stay true to yourself. 2. Professional development: Have a mentor and/or sponsor and learn continually. A mentor will guide you, a sponsor will vouch for you, and training will develop your skill set. 3. Take risks: For those beginning their careers sometimes don’t be afraid to take on more challenging projects that are outside your comfort zone. Thank you for the fantastic conversations, Christine and Wanda! #oneaviso Qtrade Aviso Wealth

Last week, we had the privilege to be part of the Financial & Operations Advisory Section (FOAS) Annual Conference 2024, held in Ottawa. Over the course of the event, we connected with industry colleagues to share the many ways we power businesses that empower investors and why we’re the partner of choice for over 110 portfolio managers, investment dealers, and other financial organizations. The CIRO / OCRI event is one of the largest annual events for the Canadian securities industry and brings together an array of financial and operations executives. Aviso was proud to be a platinum sponsor of this years event. Thank you to CIRO, and to all who joined and connected with the Aviso team!

In his new article, Aviso President & CEO Bill Packham shares his perspective on how Canada’s wealth management industry must balance technology-enabled experiences with a human connection. As technology democratizes access to financial advice and planning, advisors still play an essential role in helping investors make deeply personal life decisions. Read more on his thoughts: https://lnkd.in/edKwefHN

Aviso is pleased to announce the appointment of John Bai, CPA, CFA, ICD.D as Senior Vice President, Chief Financial Officer and Chief Risk Officer. John is an accomplished, forward-thinking financial services executive known for bringing his strategic vision, operational acumen and transformational leadership to several senior roles at Canada’s largest bank. Earlier in his career, John was an investment manager with one of Canada’s leading independent asset managers. John will succeed Rodney Ancrum, Aviso’s long-time Senior Vice President, CFO and Chief Administrative Officer, who is retiring at the end of 2024. Please join us in welcoming John to Aviso!

Our Chief Investment Officer John Bai is featured in a recent article from The Globe and Mail providing an outlook on clean energy funds, including NEI Clean Infrastructure Fund. The article is available to subscribers of The Globe and Mail. https://lnkd.in/eB9tefVC NEI Investments

George Ho, SVP and Chief Digital and Technology Officer, was centre stage at the latest fireside chat hosted by Aviso’s Culture Committee. These events are invaluable opportunities for colleagues to connect with our leaders and learn more about their personal and professional journeys. George imparted some great advice: 1. EQ is more important than IQ: Emotional intelligence is crucial for effective leadership. 2. Be yourself: Embrace authenticity to build trust and foster genuine relationships. 3. The power of personal connection: Personal connections lead to deeper collaboration and build more cohesive teams. Thank you for a fantastic conversation, George! #oneaviso

Today, on International Self-Care Day, we invited members of our Aviso team to share how they prioritize their well-being. As an organization, we offer comprehensive benefits and encourage work-life balance to support our employees in living a healthy and active lifestyle where they can take care of their needs. What are your favourite self-care tips and routines? Let us know in the comments below. #oneaviso

Congratulations to Christine Zalzal for attending the 2024 Nasdaq Global Retail Executive Forum, representing Aviso and discussing key industry topics while ringing the closing bell at the NYSE!