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We recently completed comprehensive estate planning with Frank Sgro and Peter Fraser and we couldn't be happier!

Together they helped us to clearly understand the tax and estate implications of our lifetime of financial hard work. The Plan they created summarizes all the estate costs, that we were unaware of. And to build a great solution to ensure the next generation of our family are well taken care of. We highly recommend the quality work done for our family.

ED and AD, Alterna Estate Strategies Clients

I recently completed estate planning conversations with Danny Harris and Peter Fraser. They helped me to assemble all the information my Executor will need in one place, to administer my estate. The Alterna Wealth expertise also helped show me the tax and probate implications of my portfolio at death. Peter and Danny guided me to a permanent solution to pay those costs less expensively, using insurance.

DS, Alterna Estate Strategies Client

It's been a couple of years since the first Estate Plan that Adrian Montoya and Peter Fraser created for me was put into place.

Together, we assembled all of the pieces of my wealth. Adrian and Peter summarized it all in a way that keeps track of and highlights tax & probate liabilities. Then, they created a very tax efficient insurance solution to offset estate costs. I appreciate their innovation and creativity in solving a problem I wasn't fully aware of.

LV, Alterna Estate Strategies Client

We were very interested when Derek Mychasiw suggested we consider the estate planning services of Alterna Estate Strategies and Peter Fraser.

Together, Derek and Peter have provided great insight into how we can reduce estate-related costs and leave an estate that generously supports our beneficiaries and charitable organizations. We are very happy with what they’ve helped us put in place and highly recommend their expertise

MB and ML, Alterna Estate Strategies Clients

My husband and I first met with Jeremy, Investment Advisor, during a very stressful period in our lives. He took the time to understand us as people as well as our financial situation. He provided sage advice regarding our estate planning and investment portfolio. Upon the death of my husband, his empathy, kindness, and assistance in settling my husband’s estate were exceptional. I know I can always count on him to respond to my questions or requests for assistance quickly and thoroughly as well as to be pro-active in reaching out to me regarding my investments.

L, Alterna Estate Strategies Client

Working with Vishesh Pandya has been a transformative experience for my financial journey. His deep knowledge, clear communication, and personalized approach have helped me navigate complex financial decisions with confidence.

What truly sets Vishesh apart is his genuine care for my goals and his proactive strategy to secure my future. Thanks to his expertise, I feel more empowered and financially secure than ever before.

RS, Alterna Estate Strategies Client

Jeremy Rock, my Alterna financial advisor, since fall 2023 after my husband’s passing, has embodied the 5 core values that I look for in someone who has my financial portfolio and my future in his hands.

He has helped me navigate the best options to address my financial concerns. Jeremy exemplifies these following 5 core values: trust, integrity, confidence, reliability and friendship. It is also nice that he is a dog lover too.

CBS, Alterna Estate Strategies Client

A year ago Vishesh Pandya, an Aviso Wealth Investment Advisor, advised me on how I could invest my savings. I have virtually no knowledge of stocks and bonds. Mr. Pandya patiently explained the markets and their potential for volatility but gradual growth over time.

On my behalf he invested in a wide variety of stocks and bonds worldwide. My fund has grown by leaps and bounds, sometimes by hundreds of dollars in a day. 

He responds immediately and does what I ask efficiently and in a timely manner. 

I highly recommend that if you are looking to invest your savings you call him.

W.B, Alterna Estate Strategies Client