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Alterna Wealth

Estate Strategies

Planning for what matters most


Estate planning is about more than distributing assets—it's about preserving your legacy and protecting those you care about. As part of Alterna Wealth's comprehensive services, Alterna Estate Strategies provides you with tailored solutions to secure your wealth and ensure your wishes are honoured. Our specialized approach addresses your unique concerns while creating a roadmap for the future that aligns with your values and vision. 

  Estate Planning 

Your legacy deserves thoughtful protection. Estate planning goes beyond distributing assets—it preserves what you've built and safeguards those you care about most.

Your Alterna Wealth advisors guide you through this essential process with clarity and expertise, working alongside tax and estate specialists to develop strategies uniquely suited to your circumstances.

From minimizing taxes and probate costs to creating effective powers of attorney, you receive the support needed to ensure your wishes are honoured and your loved ones won't face financial hardship when you're gone—giving you peace of mind today about tomorrow's uncertainties. 

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Trust Planning 


Preserve your wealth for those who matter most. Trusts offer sophisticated control over how your assets are managed and distributed, even after you're gone. Your Alterna Wealth advisors help you understand when trusts can protect your beneficiaries' interests—whether safeguarding assets for minors, supporting family members with special needs, or ensuring smooth wealth transitions across generations. With expert guidance, you gain confidence that your legacy will unfold according to your vision.  

 
  Tax Guidance   

Keep more of what you've earned through strategic tax planning. Your Alterna Wealth advisors help you make tax-smart decisions that significantly impact your bottom line.

By understanding when to defer taxes, how to shelter investment growth, which income types offer tax advantages, and ways to structure your family's finances efficiently, you gain a customized approach that aligns with your unique circumstances—potentially saving thousands while preserving your wealth for years to come. 

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Securing Your Financial Legacy 

Your financial success extends beyond investments to include protecting your loved ones and the life you've built together. Your Alterna Wealth advisors help you navigate protection strategies that safeguard your family's financial future against life's uncertainties.

With thoughtful planning, you can ensure your loved ones maintain their quality of life, preserve your legacy across generations, and gain peace of mind knowing you've prepared for whatever tomorrow may bring. Creating this security foundation allows you to live confidently today while preparing wisely for tomorrow. 

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Charitable Giving

Transform lives while enhancing your financial legacy through thoughtful charitable planning. Your Alterna Wealth advisors help you align giving with your values and financial goals, creating tax-efficient strategies that maximize your impact.

From addressing immediate community needs to building a lasting philanthropic legacy, experience the satisfaction of making a difference that benefits both your family and the causes closest to your heart. 

Through a one-on-one meeting, our Advisors will:

Discover

We get to know you and understand the challenges you face and the outcomes you seek

  • Analyze your investments and financial circumstances
  • Review your goals and establish a realistic timeline
  • Assess your risk tolerance and investment objectives

Strategize

We build an investment plan that's just for you, and then execute on your plan

  • Prepare a comprehensive and customized personal investment plan and recommend a suitable asset allocation using advanced financial planning software
  • Help you plan for major life goals, including retirement

Review

We always stay on top of your changing needs


  • Your Advisor will review and maintain your personalized investment plan, and revise this plan as required (e.g., if you experience a major life event or encounter other significant changes)

Full Service Brokerage

Investment solutions built for you:

  • Aviso Wealth Investment Advisors build an investment strategy that includes all aspects of your financial well-being
  • Our diligent process gains a deep and unique understanding of your circumstances and goals
  • Aviso Wealth Investment Advisors keep you informed with market information and access to experts
  • Our customized solutions are clear, transparent and provide actionable steps

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Mutual Funds and other securities are offered though Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

Your financial well-being comes first

Welcome to a better way to bank. Our knowledgeable team puts your financial well-being first with good, caring and transparent advice while offering all the products and services you need.
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