Steven Vu
Investment Advisor @Aviso
Vancouver, BC, CA
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WORK HISTORY
May 2022 — Present
Investment Advisor @Aviso
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Oversee all head-office in-house MFDA accounts for Aviso Wealth Actively managed and maintained the financial relationship of Credit Union partner portfolios across the country Retained clients and investment accounts from transitioning advisors who have left the firm, and or retiring MFDA licensed in every province of Canada Managing an approximate total of $160M+ AUM - from existing clients at Head-office and advisor portfolios
ABOUT STEVEN VU
A motivated chartered investment advisor with specialized expertise in financial…
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