Origin Merchant Partners is pleased to announce the partnership between Desjardins Group, five credit union centrals and The Cumis Group Ltd. to form Aviso Wealth.
Origin Merchant Partners acted as valuation advisor to Credential Financial Inc, Qtrade Canada Inc. and NEI Investments with respect to this transaction.
Aviso Wealth will be a Canadian financial services leader with notable strengths in wealth management, asset management, online brokerage and digital advice, mutual funds and correspondent services. Through its subsidiaries, Aviso Wealth will offer a wealth management platform with the necessary scale and resources to meet the evolving needs of its credit union partners and their members. It is jointly owned by Desjardins and a limited partnership comprised of the Centrals / CUMIS, with each holding a 50% stake.
Origin Senior Leads: Rob Penteliuk, Charles Pennock
