Aviso Financial Inc.
Aviso Financial Inc. is a wealth management and financial advisory firm headquartered in Toronto, Ontario, Canada. The firm offers comprehensive personalized financial planning and investment advisory services for individuals, families, corporate executives, business owners, and charitable organizations. Leveraging its hybrid RIA (Registered Investment Adviser) structure, Aviso Financial commits to delivering objective guidance by serving as an experienced and ethical advisor, prioritizing clients' interests and utilizing in-depth industry expertise and proprietary methods. The firm manages change for its clients, continuously providing tailored recommendations, reviews, and ongoing guidance toward their financial goals. Founded by experienced professionals, Aviso Financial is known for its high-touch client service and transparency in investment strategy, cost, and fiduciary standards.
Investment Strategy
Aviso Financial employs an independent, client-first investment strategy focused on personalized financial goal identification and portfolio customization. Advisors work closely with clients to assess current positions, desired objectives, and risk tolerance before constructing investment plans using a wide spectrum of products available across the market, without restriction to proprietary funds. The firm utilizes both fee-based and commission-based structures under a hybrid RIA architecture, with fiduciary obligations guiding unbiased recommendations. Asset allocation, portfolio construction, ongoing performance measurement, routine reviews, and strategic adjustments are central to their approach, supplemented by tax minimization strategies and high-touch client communications.
Top Holdings
Equity Positions (347)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TD | TORONTO DOMINION BK ONT | 5.54% | $122.9M | 1,671,746 | $54.93 | $73.45 | +$24.0M |
V V | VISA INC | 4.62% | $102.5M | 288,552 | $266.62 | $355.05 | +$3.2M |
M MSFT | MICROSOFT CORP | 4.45% | $98.8M | 198,557 | $436.70 | $497.41 | +$26.6M |
B BMO | BANK MONTREAL QUE | 4.03% | $89.4M | 806,945 | $83.77 | $110.63 | -$10.1M |
C CP | CANADIAN PACIFIC KANSAS CITY | 3.91% | $86.7M | 1,091,948 | $76.67 | $79.27 | +$11.7M |