1 Client Case Study: COMPANY OVERVIEW Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. Aviso provides comprehensive services and solutions that empower Canadians to achieve financial well-being and allow our partners to offer an outstanding wealth management experience to their members and clients. CHALLENGE Credential Financial, Northwest & Ethical Investment (NEI) and Qtrade Canada had operated as independent companies, providing wealth management products and services to credit unions across Canada. To successfully launch the new entity of Aviso Wealth in 2018 required the strategic guidance and deep expertise of a PR partner

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