Aviso Wealth @AvisoWealth
We enable better wealth management for all Canadians. Our brands include @NEIInvestments and @QtradeInvest. Disclosures: https://t.co/Hi1zZZFPak aviso.ca Toronto, Ontario Joined October 2017-
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Today we celebrated 5 years of powering businesses that empower investors by opening the Toronto Stock Exchange (TSX)! Thank you @tsx_tsxv for the opportunity to commemorate this milestone. #Aviso #OneAviso #TSX
We proudly support @WCMCanada's #ParentalLeavePledge and are doing our part to foster an inclusive work environment through our family leave policies. Join us: bit.ly/3LZX44Y
Today we’re proudly celebrating our 5th anniversary. Huge thanks to our owners, our team, our partners, and our investors across Canada for your support. We’re all about powering wealth, and moving our clients forward. And we’re working hard to earn our clients’ trust every day!
Wishing you a happy and prosperous 2023 from the team at Aviso Wealth! #HappyNewYear
We hope you and your loved ones have a joyful holiday season. #SeasonsGreetings #happyholidays
Congratulations to our CIO John Bai who was recently named to the #Clean50 for 2023 – recognizing his work as a leader in sustainability in Canada. Read our press release at the link below #ResponsibleInvesting #ESG bit.ly/3sAOtuB
For Canadians looking for ESG investing choices, great news today from @NEIinvestments and @InvescoCanada!
For Canadians looking for ESG investing choices, great news today from @NEIinvestments and @InvescoCanada!
NEI’s exceptionally high rankings from the United Nations-supported Principles for Responsible Investment (PRI) reaffirm the strength of our commitment to responsible investing. Read about our 2021 PRI results at the link below. bit.ly/3E41K5X
Million Dollar Journey, a financial education website, recently rated @QtradeInvest – Aviso’s online brokerage – as Canada’s Best Broker. Key reasons include excellent customer service, low fees and an award-winning platform. Read the full review: #investing #WriteYourOwnFuture
Million Dollar Journey, a financial education website, recently rated @QtradeInvest – Aviso’s online brokerage – as Canada’s Best Broker. Key reasons include excellent customer service, low fees and an award-winning platform. Read the full review: #investing #WriteYourOwnFuture
How is the #employeeexperience connected to the #clientexperience? “You can’t have one without the other,” says Sherri Evans, Sr. VP of People and Client Experience. Hear about the CX and EX connection. bit.ly/3yeRPG7
Thanks @KawarthaCU for welcoming our own @realtirement to talk succession planning!
Thanks @KawarthaCU for welcoming our own @realtirement to talk succession planning!
Why is ESG investing uniquely aligned with the goals of women investors? Michela Gregory, Director of ESG Services at @NEIinvestments, Aviso’s asset manager, explains why #responsibleinvesting appeals to women and younger investors. tgam.ca/3PrVOpJ @globeandmail
In a surprise move, the Bank of Canada increased the overnight target rate to 2.50% – beyond what economists anticipated – shows how resolute BoC is in moderating inflation. See press release for details: bit.ly/3uLCiN6 #CDNecon #interestrates #inflation
In a surprise move, the Bank of Canada increased the overnight target rate to 2.50% – beyond what economists anticipated – shows how resolute BoC is in moderating inflation. See press release for details: bit.ly/3uLCiN6 #CDNecon #interestrates #inflation
If you’re invested in the stock market, you know about volatility—it’s the nature of markets to rise and fall. But there are strategies you can use to mitigate the impact of #volatility and reduce your risk. bit.ly/2MB3G9A #investing #WriteYourOwnFuture
“The vision to bring HR and Marketing together is a good one because it allows us to leverage our strengths” – Sherri Evans, head of People and Client Experience, on the synergies of her unique role at Aviso Wealth. bit.ly/3yeRPG7 #ClientExperience #EmployeeExperience
We are a mosaic of diverse communities, perspectives and contributions. On this day, we celebrate our diversity and the values that unite us: tolerance, kindness, fairness and generosity. Only by living these values will we remain strong and free.
Aviso Wealth’s Doug Carroll is often cited in media stories about tax rules, estate planning & other wealth management topics. Here Doug helps advisors understand the maze of provincial rules around creditor protection of clients' RRSPs & RRIFs: bit.ly/3Htwopi @advisorca
Aviso Wealth celebrates the diverse cultures and contributions of First Nations, Métis and Inuit communities. We acknowledge the challenges they’ve faced and join them on the path to healing and reconciliation. #NIPD2022 #IndigenousPeoplesDay
Four things investors need to know about rising rates. From our online brokerage @QtradeInvest bit.ly/3mNfZ5s #interestrates #risingrates
Thanks for the shout-out @Maslowcentre!
Thanks for the shout-out @Maslowcentre!
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Brandy Gruening PFP®.. @BrandyGruening
26 Followers 120 Following Brandy Gruening is the in-house Senior Wealth Advisor at the Williams Lake and District Credit Union’s 100 Mile House branch and Aviso Wealth.
Trevor Bragg @wublub
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NEI Investments @NEIinvestments
2K Followers 3K Following We design responsible investment funds to help you grow your wealth and build a more sustainable future. Important disclosures: https://t.co/QCKIf7dFb3
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Advisor.ca @advisorca
10K Followers 3K Following Canada's leading resource for client-facing advisors. @CFAToronto Publication of the Year, 2019 and 2017. Subscribe: https://t.co/ohFhlYwHl4
@QtradeInvest How much knowledge and experience do I need to start DIY investing?
@QtradeInvest What are the benefits of choosing my own stocks vs. Putting money in a managed account?
@QtradeInvest I currently do most of my banking with TD but I want to open a TFSA and I’m looking into other options. Do you have any recommendations?
@QtradeInvest Should I stay with a Robo adviser or switch to a self-managed portfolio?
@QtradeInvest Is DIY investing better than using an investing advisor?
The Qtrade investing expert is here. Starting at 11:00am ET today, reply with your questions about DIY investing and get answers in real time. #WriteYourOwnFuture
A look back on last week in the markets. Hopefully a calmer week ahead as we look towards next week and the next Fed (U.S) rate decision. @wldcu @AvisoWealth
Are you thinking of #budgeting but aren’t sure where to start? On March 22, @AvisoWealth’s Doug Carroll will walk you through the building blocks of budgeting in a free webinar. Register today ➡️ bit.ly/3Y3GHGZ
Start #investing now with an up to $2000 bonus today! Get up to $2,000 cashback with @QtradeInvest Direct Investing, an easy-to-use online trading platform brought to you by the power of Westoba Credit Union and @AvisoWealth. Open an account today ⤵️ bit.ly/3j5FxfL
We are so grateful to our sponsors who made this years #CFADinner possible! @NBIN_Network @HorizonsETFs @DesjardinsGroup @UBCSauderSchool @Penderfund @BMO @AvisoWealth @rbcgamnews & Orbis Investments
Open an account today. coastalwealth.ca/contact-us/ #AvisoWealth #Qtrade #DirectInvesting @AvisoWealth @QtradeInvest
Get up to $2,000 cashback with Qtrade Direct Investing, an easy-to-use online trading platform brought to you by the power of Westoba Credit Union and @AvisoWealth. Open an account today ➡️ bit.ly/3j5FxfL #AvisoWealth #Qtrade #DirectInvesting @Qtrade
The first one of the New Year - Check out what happened in the markets last week here: @wldcu @AvisoWealth
Happy New Year! All the best for a healthy and prosperous year ahead from all of us at Qtrade. #HappyNewYear
Weekly Market Monitor - For the week ending December 16th, 2022 @wldcu @AvisoWealth
Your weekly market recap for the week ending December 2nd, 2022: @wldcu @AvisoWealth
Happy Monday! I hope your week is off to a great start 😉. Check out what happened last week in the markets here: @AvisoWealth @wldcu
Don't forget to attend @AvisoWealth's free year-end tax savings webinar tomorrow!
Year-end is approaching - explore potential tax savings opportunities while there’s still time. Join our investment partner, @AvisoWealth & specialist Doug Carroll, who will share #TaxTips for you to consider before year-end. #Taxes #AvisoExperts bit.ly/3FVxPOh
CapIntel Partners with Aviso Wealth to Provide Credit Union Advisors with New Digital Tools @CapIntel @AvisoWealth fintech.ca/2022/11/30/cap…
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