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Adrian Montoya, B. Comm, RIS
Investment Advisor, Aviso Wealth
Insurance Advisor, Alterna Estate Strategies

Adrian.Montoya@alternawealth.ca
613.286.3064
BACKGROUND

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.

Over my career in the financial services industry, I’ve gained extensive experience and knowledge in investment planning. I make it a priority to be accessible to clients, and when we connect, they can count on me to be a strong listener and communicator. My focus is on delivering excellent customer service, providing timely and effective solutions to help clients meet their financial objectives.

EDUCATION

My academic background includes a Bachelor of Commerce degree from the University of Ottawa. I have also successfully completed several industry-related courses from the Canadian Securities Institute, including the Canadian Securities Course, Conduct & Practices Handbook Course and Wealth Management Essentials Course.


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https://www.ciro.ca/office-investor/know-your-advisor-advisor-report 

Alterna Estate Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Alterna Estate Strategies are used under license by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Testimonials


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

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
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