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You are at:Home » NEI announces change to its leadership team
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NEI announces change to its leadership team

News RoomNews RoomJul 23, 2025 9:06 am EDT0 ViewsNo Comments3 Mins Read
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TORONTO, July 23, 2025/ CNW/ – NEI Investments (NEI) today revealed that Adelaide Chiu, VP, Head of Accountable Investing, left the company on July 14, 2025.

Her duties as portfolio supervisor of particular NEI funds have actually been presumed by John Bai, Chief Financial investment Officer, reliable July 14, 2025.

About NEI

NEI Investments becomes part of the property management arm of Aviso Wealth Inc. (Aviso), among Canada’s leading wealth providers. NEI holds over $ 13 billion in properties under management since June 30, 2025.

NEI embraces a separated technique to attaining financial investment returns for Canadians, leveraging a distinct structure that consists of a worldwide network of cash supervisors, exclusive financial investment management and property allotment and a devoted accountable investing group. This structure is developed to efficiently react to the characteristics of an altering world, discover special financial investment chances, and provide a broad variety of financial investment results with monetary development at the core.

About Aviso

Trending Financial Investment Opportunities

Aviso is a leading wealth management companies for the Canadian monetary market, with roughly $ 150 billion in overall properties under administration and management since June 30, 2025 We’re developing a technology-enabled, client-centric wealth management community. Our customers include our partners, consultants and financiers. We’re a relied on partner for almost all cooperative credit union throughout Canada, in addition to a vast array of portfolio supervisors, financial investment dealerships, insurance coverage and trust business, and presenting brokers. Our partners depend upon Aviso for particular services that provide an one-upmanship in a quickly developing, extremely competitive market. Our dual-registered financial investment and shared fund dealership and our insurance coverage services support countless financial investment consultants. Our property supervisor supervises a growing lineup of financial investment services, consisting of NEI funds and portfolios. Our Managed Assets Program offers a detailed series of independently handled accounts. Our online brokerage, Qtrade Direct Investing ®, empowers self-directed financiers, and our totally automated investing service, Qtrade Guided Portfolios ®, serves financiers who choose a hands-off technique. Aviso Reporter Partners offers custodial and bring broker services to a vast array of companies. Aviso is backed by the cumulative strength of our owners: the cooperative credit union Centrals, Desjardins, and Co-operators/CUMIS. We’re happy to power organizations that empower financiers. To learn more go to aviso.ca.

Aviso is an entirely owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a minimal collaboration owned by the 5 provincial cooperative credit union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (consisting of departments Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Reporter Partners), Aviso Insurance Coverage Inc., Credential Insurance Coverage Providers Inc. and Northwest & & Ethical Investments L.P. NEI Investments is a signed up hallmark of Northwest & & Ethical Investments L.P. (NEI LP). Northwest & & Ethical Investments Inc. is the basic partner of NEI LP and an entirely owned subsidiary of Aviso Wealth Inc. Online brokerage services are used through Qtrade Direct Investing. Shared funds and other securities are used through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Reporter Partners, and Aviso Wealth are departments of Aviso Financial Inc.

Commissions, routing commissions, management costs and costs all might be connected with shared fund financial investments. Please check out the prospectus and/or Fund Realities before investing. Shared funds are not ensured, their worths alter regularly, and previous efficiency might not be duplicated.

SOURCE NEI Investments

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