Alterna Wealth - Andrew Inthahack

BACKGROUND

Throughout my 15 years in the financial industry, I have dedicated myself to helping clients achieve their financial goals. My journey began as a bank teller, where I discovered my passion for financial services and progressed through roles as a personal banker and investment specialist. Since 2017, I have specialized in investment services, deepening my expertise and expanding my ability to serve clients across Ontario.

Through comprehensive financial planning and regular review sessions, I take the time to simplify complex financial concepts for clients from diverse backgrounds, guiding them to confidently make financial decisions and move steadily toward their long-term objectives. This educational approach has been especially effective in helping clients explore and embrace new financial opportunities they might have previously found intimidating.

EDUCATION

As a Personal Financial Planner (PFP^®) designation holder from the Canadian Securities Institute, I bring specialized expertise in comprehensive financial planning to each client relationship. I've also earned the Responsible Investment Specialist (RIS) designation from the Responsible Investment Association, reflecting my commitment to incorporating sustainable and ethical investment principles into client portfolios. These credentials, combined with my business administration studies at Seneca College, provide a strong foundation for serving clients' diverse financial needs.

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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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