Teams at Aviso

Designs, develops and delivers bilingual training for advisor partners, maintaining e-learning and webinar libraries, liaising with SMEs, tracking continuing education credits, and ensuring regulatory and product knowledge is current.

Lead taxation strategy and implementation for mutual funds, oversee distributions and tax filings, support fund events (launches, mergers), monitor tax regulations, provide tax disclosure for regulatory documents, and assist with fund reporting such as financial statements and MRFPs.

Manage financial and regulatory reporting for NEI investment funds; coordinate with fund administrators, auditors and internal teams; ensure IFRS-compliant filings; support fund launches, mergers and tax reporting; and drive process improvements and internal controls.