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Alexander Raberg

Investment Advisor

Work history

  • Aviso Wealth

    Investment AdvisorCurrent
  • Aviso Wealth

    Investment Advisor
  • iA Private Wealth

    Investment AdvisorSep 2017 - Aug 2024 (almost 7 years)
  • HollisWealth The Charlton Group a division of Scotia Capital Inc

    Investment Advisor & Partner: The Charlton GroupSep 2013 - Sep 2017 (about 4 years)
  • The Charlton Group

    Administrative AssistantJan 2007 - Jan 2013 (about 6 years)
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Contact Information

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LocationCanada, Oakville, Ontario

Organization

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Aviso Wealthfinancial services · 240 employees · Vancouver, Canada

Description

Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We're focused on continually enhancing advisor and investor experiences. As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth management solutions, plus dealer services and back-office administration. Comprehensive estate planning services are offered through Aviso subsidiaries to complement the overall financial planning process. We're backed by the strength of Aviso – a leading Canadian wealth and investment services provider with over $125 billion in assets under administration and management, and nearly three decades supporting the delivery of financial advice for Canadians. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.

Company phone+16047143800

LocationVancouver, British Columbia, Canada, 1111 W Georgia St

Industryfinancial services

Employees240

Annual revenue75M

Retail locations1

LinkedInlinkedin.com/company/aviso-wealth

Technologies
ASP.NET
Amazon SES
AngularJS
Bootstrap Framework
Cufon
DNS Made Easy
Google Analytics
Google Play
Google Tag Manager
Incapsula
Microsoft Sharepoint
Microsoft-IIS
Mobile Friendly
Outlook
Keywords
asset management
fullservice brokerage
online brokerage services
insurance services
investment counselling
financial planning
financial services
investing

Employee trends

This chart shows the total number of employees over time.

21.9%
6 Month Growth
39.1%
1 Year Growth
50.8%
2 Year Growth
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