Fred leads Aviso’s asset management division, NEI Investments, which is focused on driving the investment and product strategy across all business lines to support the growth of Aviso Wealth. This includes leveraging our industry-leading Responsible Investment expertise and managing the ongoing development of solutions that meet the needs of all clients across our credit union and third-party distribution channels.
In his role, Fred provides strategic business oversight and overall leadership to the asset management division and sits on a number of the firm’s internal operating committees.
Prior to assuming this role in April 2018, Fred was the Head of Wealth and Asset Management for Qtrade Financial Group. Previously, he held a series of progressively more senior sales and management roles at Russell Investments Canada across the firm’s retail and institutional business lines.
Fred is a CFA Charterholder and is a Past President of CFA Society Toronto. Through the CFA Society, he is a mentor to young investment professionals and sits on its Governance and Nominations Committee. He is also on the Board of Directors for the Oakville Community Foundation and is a member of its Finance and Risk Committee. Fred holds a BA (Honours) from the University of Toronto and an MBA from the Richard Ivey School of Business at Western University.