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Daljeet Kaur
Wealth Banker, Alterna Wealth 
Mutual Fund Representative, Aviso Wealth

Daljeet.kaur@alterna.ca
613.219.9334 
BACKGROUND

I am a dedicated Wealth Banker at Alterna Wealth, committed to helping clients build strong financial futures through personalized guidance, strategic planning and relationship-focused service.

I joined Alterna in 2023 as a personal banking officer. My exceptional performance and commitment to helping clients achieve their goals led to my promotion to Personal Banking Advisor. Continuing my pursuit of growth and passion for wealth management, I advanced into my current role as Wealth Banker and now provide tailored banking and investment solutions to support long-term financial success.

EDUCATION

I currently hold the Certificate in Advanced Financial Services Advice from the Canadian Securities Institute.


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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

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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