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Aviso Wealth Selects Broadridge to Power its Wealth Management Platform News provided by Share this article Share this article TORONTO and NEW YORK, May 13, 2021 /PRNewswire/ Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that Canadian financial services company Aviso Wealth Inc. ( Aviso Wealth ) is being powered by Broadridge s digital advisor desktop and securities processing engine and is utilizing its integrated Digital Information Onboarding platforms. Broadridge is the only firm with the proven technology, scale and experience to meet our ambitious business goals, said Bill Packham, President and CEO of Aviso Wealth. We are excited to extend our partnership with Broadridge to support our drive for service excellence and enterprise-wide efficiencies and scalability. The change will streamline the dealer services Aviso Wealth provides to credit unions as well as correspondent and institutional partners and b ....
The Globe and Mail Dale Jackson Published March 17, 2021 ROMAN/istock Now that this year’s deadline for making contributions to registered retirement savings plans (RRSP) has passed, many Canadians who managed to make contributions are looking forward to a tax refund in the spring. However, tax experts are quick to point out the advantages of having a long-term plan that keeps more of those tax dollars invested. In fact, over a lifetime, investors can generate hundreds of thousands of dollars in extra retirement savings through “tax-free compounding.” The strategy allows tax savings to generate further tax savings while compounding in investments over time. It also means reinvesting that cherished RRSP refund that comes in the spring. ....