Approaching Retirement

Creating the retirement you envision

With retirement on the horizon, you're focused on transforming your lifetime of work into lasting financial security and independence. This pivotal life transition deserves exceptional guidance – the highly personalized care that makes us different.

Your dedicated advisor will take the time to understand your unique retirement vision and develop customized strategies for income generation, risk management, and tax efficiency. We offer investment solutions that can align with your values while seeking strong performance for your portfolio. With our caring, transparent approach and unwavering commitment to your best interests, you can approach retirement with the confidence that comes from having a genuine financial partner by your side.

Our advisors

Backed by a team of investment industry experts, our advisors will partner with you to understand your goals and guide you through every stage of your financial journey. Working together, we help you build, manage, and protect your wealth with strategies designed around your unique needs and long-term vision. 

Articles

5 Benefits of Working With an Advisor

Staying on top of your income and expenses can be difficult, and as life circumstances change, you’ll need to make budgeting and other financial adjustments accordingly.

Retirement Planning, Whatever Your Age

Your current age will typically determine how you approach the planning process, as retirement might be around the corner or it could be decades away.

Retirement Income: RRIF or Annuity?

Most people look forward to the freedom of retirement, but it may seem unsettling at first. If you think about it, you spend many years working hard and saving for the future. When you retire, the future is now!

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.

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.