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Jeremy Rock, RIS
Investment Advisor, Aviso Wealth
Investment Advisor, Alterna Estate Strategies*

Jeremy.Rock@alternawealth.ca
613.875.8135
BACKGROUND

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.

My primary focus is wealth preservation and growth for my clients. I achieve this by leveraging the vast knowledge and experience of Alterna Wealth Estate Strategies and my external network, for each client's unique circumstances. I work closely with accountants, estate planning attorneys, trust specialists, commercial bankers, and personal and commercial lenders to ensure each client's financial strategy works in a cohesive, simplified manner.

EDUCATION

I hold a diploma in Finance from Algonquin College, where I specialized in personal finance.

INTERESTS

Originally from Brockville, Ontario, I moved to Ottawa to complete my finance diploma and start my career in Personal Finance. Outside of work, you'll likely find me on the trails of Chelsea, QC, riding in Gatineau Park, or enjoying one of the capital's many restaurants for dinner.


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

*I am not licensed to offer or sell life insurance products and services through Alterna Estate Strategies. 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. Trademark(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


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


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

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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