Find an Advisor

Frank.sgro@alternawealth.ca
416.439.2989

With experience dating back to 1998, I remain driven by a single focus: helping members achieve their financial goals. I joined Aviso Wealth as an Investment Advisor in 2009 to make a meaningful difference in managing their financial affairs. With investment management and retirement planning expertise, I strive to create a successful investment and financial planning experience for my members.

Ashton.Liang@alternawealth.ca
416.684.1673

With more than 18 years in financial services, I have focused on developing and supporting wealth solutions for individuals and communities across Canada. Since 2019, I have been working with Aviso Wealth, specifically supporting solutions for credit union members.

Peter.tessari@alternawealth.ca
905.452.9483

I bring more than 30 years of investment experience and knowledge as an Investment Advisor to Aviso Wealth. I joined Aviso Wealth in 2013 as an Investment Advisor, with 20 years of prior experience managing portfolios for two bank-owned investment dealers in Toronto.

Vishesh.pandya@alternawealth.ca
647.217.2419

My journey with Aviso Wealth began as a Wealth Advisor in early 2019, and I returned as an Investment Advisor in 2023. Prior to this, I served as a Senior Financial Advisor at a prominent Canadian bank, where I provided comprehensive wealth management solutions for high-net-worth clients.

Derek.Mychasiw@alternawealth.ca
416.684.2424

My financial services career began in 2000 as a licensed investment representative at a large Canadian bank's brokerage during the tech boom and bust of 2001. Over the years, I held various Senior leadership positions, including Relationship Manager for high-value clients and as National Sales Manager responsible for leading a cross-country team promoting investing platforms at tradeshows, hosting live educational seminars and webinars, and building a retail distribution channel nationwide.

Adrian.montoya@alternawealth.ca
613.286.3064

I started as an Investment Advisor with Aviso Wealth in 2014. Prior to that, I worked at a major Canadian financial institution for 10 years where I provided investment planning advice and together with my team, managed the financial needs of clients.

I became an Investment Advisor because I’m extremely interested in helping my clients formulate a personalized investment plan to address their unique objectives and achieve their long-term financial goals.

Clinton.black@alternawealth.ca
613.614.0384

I became an Investment Advisor in 2013, and it’s been highly rewarding because I enjoy working with my team and love that I can offer everything the larger firms have, but at a fraction of the cost to our members. The more money that members keep in their pocket, the more they can save, invest and grow wealth over the long term.

Robert.Kazan@alternawealth.ca
613.291.7771

I started working at Aviso Wealth in 2015 as an Investment Specialist, where I focused primarily on investment‐oriented financial advice and the development of personalized financial plans for our members.

In 2019, I transitioned to my current role as Investment Advisor. I enjoy working with numbers and working with people, so being an Investment Advisor is an ideal position for me. 

Danny.Harris@alternawealth.ca
343.961.1525

I joined Alterna in 2015 and became an Advisor in 2019. I have over 15 years of banking experience, including working as a Financial Planner and Senior Account Manager at a major bank. In my current role, I provided tailored financial planning advice – including the use of investment, credit and banking solutions – to help clients reach their goals.

Jeremy.Rock@alternawealth.ca
613.875.8135

My career with Alterna began in the retail division, where I served as
Branch Manager before transitioning Alterna Wealth, and then to my current position with Alterna Estate Strategies, My passion for personal finance began during my studies at Algonquin College and has guided my approach to helping members achieve their financial goals.

Peter.nikolakakos@alternawealth.ca
343.996.7638

I have more than 20 years of experience in the financial services industry. I joined Alterna Savings as a Small Business Advisor before becoming a Wealth Advisor in 2019.

What keeps me motivated as a Wealth Advisor is my ongoing desire to help people achieve their financial objectives and live a full, satisfying life without the stress of money management.

Frank.sgro@alternawealth.ca
416.439.2989

With experience dating back to 1998, I remain driven by a single focus: helping members achieve their financial goals. I joined Aviso Wealth as an Investment Advisor in 2009 to make a meaningful difference in managing their financial affairs. With investment management and retirement planning expertise, I strive to create a successful investment and financial planning experience for my members.

Peter.tessari@alternawealth.ca
905.452.9483

I bring more than 30 years of investment experience and knowledge as an Investment Advisor to Aviso Wealth. I joined Aviso Wealth in 2013 as an Investment Advisor, with 20 years of prior experience managing portfolios for two bank-owned investment dealers in Toronto.

Peter.Fraser@alternawealth.ca
613.316.0209

I’ve enjoyed a dynamic career in finance since 1989 and joined Aviso Wealth in 2022. Previously, I served as a Portfolio Manager with Manulife Securities and as an Investment Advisor with Hollis Wealth. I leverage my three decades of experience within a Portfolio Management team and Certified Financial Planning team to offer comprehensive financial planning, portfolio management, and tailored tax and estate planning for each client's unique financial needs.

Jess.Fraser@alternawealth.ca
613.808.9342

I joined Aviso Wealth as Advisor Assistant in 2024 and became an Insurance Advisor with Alterna Estate Strategies in early 2025. My background includes experience in health research and education, both of which continue to influence how I support members through important financial decisions.

Peter.tessari@alternawealth.ca
905.452.9483

I bring more than 30 years of investment experience and knowledge as an Investment Advisor to Aviso Wealth. I joined Aviso Wealth in 2013 as an Investment Advisor, with 20 years of prior experience managing portfolios for two bank-owned investment dealers in Toronto.

Vishesh.pandya@alternawealth.ca
647.217.2419

My journey with Aviso Wealth began as a Wealth Advisor in early 2019, and I returned as an Investment Advisor in 2023. Prior to this, I served as a Senior Financial Advisor at a prominent Canadian bank, where I provided comprehensive wealth management solutions for high-net-worth clients.