Managing life's competing priorities
Managing life's competing priorities
With career advancement, family needs, and future planning all competing for your resources, you need a comprehensive approach to wealth management. Your financial life is multifaceted and deserves thoughtful attention. Our highly personalized approach ensures you receive the dedicated attention your unique situation deserves. Your dedicated advisor will work with you to develop strategies for education funding, retirement planning, tax efficiency, and more – all working in harmony.
We'll create a flexible financial roadmap that adapts as your life evolves, helping you make confident decisions even as markets shift and priorities change. We deliver sophisticated solutions with the caring, transparent approach that defines Alterna Wealth. You'll experience the peace of mind that comes from having a trusted partner helping you navigate life's financial complexities with integrity and expertise.
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.
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.
The cost of post-secondary education is on the rise. In the last decade (from 2013/14 to 2023/24), the average annual tuition fees for undergraduate degree programs in Canada rose approximately 23%, from an average of $5,767 to $7,076.
You want to ensure your financial future, right? If you’re looking for ways to grow your registered retirement savings plan (RRSP), we have ten great tips below that can help.
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.