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President and CEO
Aviso Wealth
As president and CEO of Aviso Wealth, Bill Packham brings an unparalleled depth of insight to help credit unions and other independent financial organizations face the challenges and opportunities of a rapidly changing industry. A national, integrated financial services company serving the wealth management needs of Canada’s credit unions and a range of independent financial organizations, Aviso Wealth was born in late 2017 from a partnership between Desjardins Group, the Cumis Group and Canada’s five provincial credit union. The merger created one of Canada’s largest independent wealth management firms with more than 500,000 clients across the country and over $55 billion in combined AUM.
