QTrade revenue is $954.5k

BIll Packham

As founding President and CEO of Aviso Wealth, he is proud that our organization has quickly emerged as one of Canada’s largest independent wealth management firms, and he is excited about the opportunities ahead. He is focused on building a winning wealth management platform that enables our partners to compete and grow, provides financial advisors and clients with a continuously improving experience, and delivers consistent revenue and earnings growth for our shareholders. He enjoy the challenge of building market leaders in the wealth management industry. Throughout his career, in executive and board roles for various public and private firms, he have seen that success depends on designing resilient business models that increase scale and profitability, and building ambitious teams capable of pursuing opportunities, responding to competitive pressures, and adapting to disruptive forces. It’s important to contribute to a healthy wealth management industry that benefits all Canadians. He is currently a board member of The Investment Funds Institute of Canada, and he have previously held director roles with other industry bodies, including The Canadian Securities Institute, Canadian Investment Protection Fund, The Investment Industry Association of Canada, and Investment Dealers Association of Canada (now IIROC). Specialties: Executive Leadership, Strategic Vision, Wealth Management, Business Re-engineering, Organizational Development, Mergers & Acquisitions, Board Governance, Talent Recruiting & Management, Asset Management, Change Management, High Net Worth Private Client, Capital Markets

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