Aviso Wealth is an award-winning, integrated Canadian financial services company offering comprehensive and competitive solutions to financial institutions as well as direct to individual investors. With industry-leading solutions and technology spanning self-directed online brokerage, wealth and investment management, insurance, and custodial and introducing brokerage services, we meet the diverse needs of our partners, their members and clients across the country.
Qtrade is a trusted partner to over 150 credit unions, banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We help them expand their offering and open new revenue opportunities with innovative and scalable solutions. By partnering with Qtrade, firms can grow their customer base and deepen existing relationships.
Our services are backed by experienced leadership and customer-focused staff who offer expertise in compliance and risk management, advisor education and training, technology, product knowledge and sales processes. That experience and expertise allow partners to confidently navigate the complex and fast-changing financial, technological and regulatory landscapes—so they can continue to meet the needs of their members and clients, and achieve strong, sustainable growth.
Aviso Wealth is backed by Desjardins Group, Canada's largest and the world's sixth largest cooperative financial group.
Consistently ranked as one of Canada's top online brokerages, Qtrade Investor empowers self-managed investors with everything they need to succeed. Qtrade Investor offers a full range of account types and comprehensive investment choices, with competitive commissions and outstanding service. Clients get sophisticated research tools and resources to help them discover and evaluate investment options, all within a reliable, user-friendly, mobile-ready online experience. For financial institutions seeking to expand their value proposition, attract new clients, consolidate assets and build relationships with the growing segment of self-managed investors, Qtrade offers a robust, reliable solution from a trusted and top-ranked partner. Explore Qtrade Investor.
Qtrade Asset Management (MFDA) and Qtrade Advisor (IIROC) combine industry-leading products, platforms and tools with expertise in compliance and risk management, education and training, technology, sales and support. We provide competitive solutions tailored to the unique requirements of our partners and backed by world-class programs and support. Our partnership model is designed to deepen relationships and annuitize revenue—all with a clear focus on ensuring an outstanding client and advisor experience. Learn more about our MFDA mutual fund and IIROC full-service advice offerings.
Qtrade's investment management organization, OceanRock Investments Inc., offers a comprehensive suite of managed portfolios and individual funds sub-advised by leading investment managers from around the world. OceanRock's family of Meritas® SRI Funds gives responsible investors a way to Do well, doing good™—enjoy competitive returns and make a positive impact on companies, communities and the environment—while working with one of Canada's fastest-growing investment management organizations. Learn more about OceanRock investment funds and portfolios.
Qtrade Institutional Services provides firms with access to the trade execution and custodial services they need to attract and empower clients seeking to grow their business. Our offering includes secure web-enabled services that integrate into established enterprise infrastructure, access to investment vehicles and trade execution in all major asset classes, flexible fee schedules and detailed reporting packages. All our services can be tailored to our clients' existing processes and are backed by the close support of our dedicated institutional specialists. Contact us today to learn more about our institutional offering.
Qtrade Correspondent Services offers carrying broker services to introducing brokers with award-winning solutions customized and white-labeled for their firm's brand. With Qtrade, our clients enjoy the flexibility to manage their business independently while providing products and services to deepen their relationships, all with the dedicated guidance and back-office support of our team of specialists. Contact us today to learn more about our correspondent services.
Qtrade Insurance Solutions offers access to competitive products from leading insurance providers, allowing clients to grow their business by offering life insurance, living benefits, segregated funds, annuity products, group benefits, and group retirement services. We also provide advisor training and technology including online contracting, advanced case management, marketing material, centralized commissions and reporting, and outstanding client support. Learn more about our insurance solutions.