Alterna Wealth - Investment Management Services

At Alterna Wealth, we want to help you build a unique and professionally managed financial solution that creates and preserves wealth for you and your family for years to come.

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.

If you prefer to invest in stocks and bonds or are seeking the advice from an expert, talk to one of our Investment Advisors. Our Investment Advisors through Aviso Wealth have the expertise, knowledge and training to guide you through the investment choices that will help you meet your financial goals and plans. They will regularly advise you on a broad range of solutions, including investments, retirement income options, and estate and tax planning.

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.

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NEI Investments

NEI’s goal is to make a positive difference – for investors, partners and society. To do this, they have built Canada’s most diversified range of RI solutions – top performing, actively managed funds advised by the world’s leading institutional money managers, many RI leaders themselves, and overseen by NEI’s proprietary Investment Management, Asset Allocation and Environmental, Social and Governance (ESG) teams.

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Understanding investment styles

From clothing and music to home decorating and more, everyone has their own style. So it shouldn’t be surprising that people also tend to gravitate toward the characteristics and objectives of a particular investment style.

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. 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 insured nor guaranteed, their values change frequently and past performance may not be repeated.

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth 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.

info@alternawealth.ca

Schedule a Conversation

Investment Management

Additional Service Offerings

Our advisors

NEI Investments

Articles

Understanding investment styles

Retirement Planning, Whatever Your Age

Retirement Income: RRIF or Annuity?