Go to:
Search
FR
Français
Find us
Contact Us

Welcome to
Alterna Wealth

Where smart, responsible
investing takes place.

Register for our upcoming Wealth Webinar

Cottage and Cabin Succession - Thursday, June 11th at 3:00 to 4:00pm ET

Register Now

The wealth experience you deserve

Experience wealth management that combines the comprehensive solutions of large institutions with the personalized attention you deserve. You'll never be just an account number. Your advisor will take time to understand your unique circumstances, creating customized investment strategies to build and preserve your wealth while aligning with your specific goals. They deliver premium financial solutions through Aviso Wealth, combining expert products with integrity, ethics, and a level of personal care that makes all the difference—once you experience it, you won't want it any other way.

Our Values

Trust, Transparency & Commitment

Your success drives every decision. When you choose us, you gain a team that prioritizes your interests with strategy and responsibility, providing clear communication and responsive service.

Tailored Plan

We create investment strategies uniquely tailored to your circumstances, backed by thorough research that adapts to changing markets, evolving priorities, and life's ongoing challenges.

Client Centric Approach

We ask the right questions to understand your complete financial picture, delivering solutions that build and protect your wealth. This relationship-driven "Alterna difference" defines everything we do. 

At Alterna Wealth, we provide access to comprehensive, customized financial management built through integrity, ethics and responsibility.

Just like the larger financial institutions, we provide access to premium advice and comprehensive wealth solutions to help you achieve your objectives. But unlike the big institutions, we offer highly personalized care. We treat you as a unique individual instead of simply an account number.

Personalised solutions for each stage of your wealth journey

Investment Management 

Backed by a team of investment industry experts, our advisors will work with you to develop your investment strategy, retirement plan, education savings and more to make sure you have the tools and knowledge you need to reach your financial goals. 

Learn More

Direct Investing

For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

We’ve partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with $0 commission trades.


Learn More

Through a one-on-one meeting, our Advisors will:

Discover

Your goals guide us. Together, we uncover where you are - and where you want to go.

  • Understand your finances 
  • Define success your way
  • Build confidence for what’s ahead 

Strategize

We turn your vision into action with a plan that fits your life. 

  • Tailor investments to your stage 
  • Balance growth and protection 
  • Plan for milestones like retirement 

Review

We’re with you at every step.

  • Refine and realign your plan 
  • Stay ahead of market changes 
  • Mark progress along the journey
Your wealth journey is unique. Let’s map it together.

A clear financial plan begins with understanding what matters most. Answer a few brief questions about your goals and timeline and we’ll provide insights to help you move forward with confidence.

Get Started

Our Insights

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 

Alterna Wealth represents the wealth offering of Alterna Savings and Credit Union Limited, providing wealth advisory services, including mutual funds and other securities, through Aviso Wealth and offering online brokerage services through Qtrade Direct Investing. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited. Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.

Review the Alterna Savings Privacy Policy.

Your financial legacy is our priority. 

Experience customized financial management built through integrity, ethics and responsibility. Together, we design strategies that preserve and grow your wealth tailored to your unique goals. 

info@alternawealth.ca
Schedule a Conversation