In the highly competitive, crowded and dynamic online brokerage sector, Aviso Wealth’s Qtrade required a focused, cost-effective strategy to deliver new, profitable clients to its platform. Up against competitors with significantly larger budgets, Qtrade also needed to be highly targeted and creative in its advertising efforts.

In this webinar, learn how Qtrade – with help from Environics Analytics and Qtrade’s agency King Ursa – embarked on a data-driven journey, including client segmentation that resulted in the identification of new (and different) audiences, optimized media targeting and creative strategy, and ultimately, incremental client growth and increased profitability for its online brokerage business.

Presenters: Brian McOstrich, SVP & CMO, Aviso Wealth Inc., Evan Wood, Executive Vice President & Practice Lead, Financial Service, Environics Analytics, Joanna Mcfarlane, VP, Media and Analytics, King Ursa and Kristine Black, Group Business Director, King Ursa
Date: Thursday, December 16, 2021
Time: 11:30 a.m. – 12:30 p.m. ET

For members only:

Presentation slides

Video recording

If you have any questions or have difficulty registering, please contact Davina Wong: 416-964-3805 ext. 1007

Brian McOstrich, Aviso Wealth Inc.Brian McOstrich, SVP & CMO, Aviso Wealth Inc.

Brian joined Aviso Wealth in the fall of 2018. As Chief Marketing Officer he is accountable for brand, marketing, and corporate communications as well as digital marketing and user experience for all of Aviso Wealth’s lines of business, including online brokerage and digital wealth, asset management, correspondent and institutional, and dealer services. Brian has over 25 years’ experience in the financial services industry. Prior to joining Aviso Wealth, he held executive and senior management roles with some of Canada’s leading wealth management firms. Brian is a recipient of the Chartered Marketer professional designation granted by the Canadian Marketing Association and holds a BA from the University of Toronto.


Evan Wood, Environics AnalyticsEvan Wood, Executive Vice President & Practice Lead, Financial Service, Environics Analytics

Evan is a senior executive with 30 years of experience in client management, business strategy, marketing analytics and operations. Evan leads the Financial Services practice area and works with Environics Analytics’ (EA) clients and strategic partners to help solve their key business challenges with data-driven consumer insight and location intelligence. This includes leveraging clients’ first-party data in combination with EA’s databases (including big data) to better understand and profile customers, quantify the market potential, locate high-value prospects and activate the insights across the enterprise, including in digital and traditional media. Prior to Environics Analytics, Evan held senior roles worked in a variety of professional environments, from Fortune 500 companies to start-ups. He is bilingual (English/French), has an MBA from Thunderbird/ASU and undergraduate degree in Political Science from Queens University.


Joanna McFarlaneJoanna Mcfarlane, VP, Media and Analytics
Joanna is a seasoned data-driven marketer, heading up King Ursa as VP of Media & Analytics and overseeing the media, analytics and data science teams. She believes that the most effective advertising is grounded in data, and uses her background in data collection, governance and optimization to help inform on business decisions and creative work for her partners.


Kristine BlackKristine Black, Group Business Director
Kristine is a Group Business Director at King Ursa, with over 10 years experience in traditional and digital advertising for global brands within both the B2C and B2B world. She propels the brands and companies she works with forward through award-winning work that drives growth, builds awareness and shifts perceptions. She is seasoned in brand development, connections planning, and building integrated communications campaigns.