Aviso

We climb because we care. It's an honour to be the national sponsor of WWF-Canada, and to help raise money and awareness for the important work they do across Canada.

May is Asian Heritage Month, a time to reflect on and recognize the vibrant, diverse cultures and traditions of Canada’s Asian communities. At Aviso, we’re celebrating this by organizing a virtual Qigong session for employees, where we’ll explore exercises that optimize energy within the body, mind, and spirit, with the goal of improving and maintaining health and well-being. We're also displaying Asian-inspired artwork in our Vancouver and Toronto offices, created by our talented colleagues. #AHM2026

Creating a positive impact in our communities and protecting the environment for future generations sits at the core of our Planet Pillar. This past year, we formally integrated climate risks into our Enterprise Risk Management Framework and set science-based targets (SBTs) that aligned with global efforts to limit warming. We are also committed to engaging with suppliers to support the establishment of their own science-based targets. Our approach also reflects a strong commitment to Indigenous Reconciliation and building thriving communities through our Social Impact Strategy. See how we are taking climate action in the report: https://lnkd.in/eNuBUm58

We deliver products grounded in a transparent process designed to meet the evolving needs of investors. One of our fundamental commitments is to provide clients with fair guidance and transparent information about our products. Our Products Pillar highlights our unique approach to asset management. NEI Investments has a long-standing commitment to responsible investing, which incorporates financial and non-financial analysis of company performance into decision-making process. We achieve investment returns for Canadians by leveraging a global network of money managers, proprietary asset allocation, and a dedicated responsible investing team. Learn more about our approach to responsible investing: https://lnkd.in/eNuBUm58

A strong business starts with an open, collaborative, and inclusive workplace. Our People Pillar focuses on empowering individuals and building teams that excel. While Diversity, Equity, Inclusion and Belonging (DEIB) related initiatives have existed across the business since Aviso’s foundation, our enterprise-wide DEIB strategy was launched in 2024. This commitment was solidified with the approval of the DEIB Policy in 2025. Discover more about our workplace initiatives in the full report: https://lnkd.in/eNuBUm58

We are proud to share Aviso’s inaugural Corporate Sustainability Report. Since launching our corporate sustainability strategy in 2024, we have been working to integrate sustainability priorities and initiatives into our business, building a strong foundation for sustainable growth. The financial system plays a meaningful role in shaping a more sustainable market and we remain committed to leveraging our influence to create positive, lasting impacts. This new report details meaningful progress across our three strategic pillars: People, Products, and Planet. We invite you to explore the findings and join us on this journey toward sustainable growth. Read the full 2025 Corporate Sustainability Report here: https://lnkd.in/eNuBUm58

Our 2025 Year in Review is now available, chronicling incredible growth, transformation, and shared success. This past year, we focused heavily on building a connected, client-centric wealth ecosystem. Together with our partners, we achieved several major milestones: - Record growth: Powered record profits and shareholder distributions through our diversified business model and disciplined financial management. - Advisor and Investor Hubs: Delivered major digital platforms to modernize the user experience and lay the foundation for scalable growth. - Managed Assets Program: Drove strong adoption, contributing significantly to overall asset growth and business performance. - Direct investing evolution: Strengthened Qtrade’s competitive position and improved value for investors by moving to zero-dollar commissions. - OneAviso culture: Industry-leading Voice of the Employee survey results proved it is our shared purpose, values, and collaboration that empower us through change and achievement alike. We are incredibly proud of our achievements, and encourage you to read the full 2025 Year in Review to explore our results and our vision for the future of wealth management: https://lnkd.in/eNuBUm58

Today, I am proud to share our 2025 Year in Review. This report is more than a summary of our progress. It is a testament to the hard work of our team and the enduring trust of our partners. This past year, we saw record revenues, earnings and shareholder distributions, underscoring the strength of our diversified business model and disciplined approach to financial management. These qualities continue to differentiate Aviso, positioning us to navigate uncertainty, capture new opportunities, and fund future growth, while delivering an exceptional client experience. None of this happens without our people. Thank you to our employees, our ownership group, and our credit union and institutional partners. Your ongoing support and collaboration make our shared success possible. I invite you to read the full 2025 Year in Review to explore our results and our vision for the future: https://lnkd.in/gkYM5Rip

What a climb! In an unforgettable experience, thousands of climbers took their weekend to new heights by ascending the Toronto skyline. At the end of the climb, we were thrilled to present WWF-Canada with a donation to support their vital work in protecting and restoring nature. A huge thank you to everyone who climbed, volunteered, donated, and supported this incredible event. Stay tuned for updates on our BC Place Climb this fall! #CNTowerClimb #WWFClimb #OneAviso #AvisoforNature