Alterna - Wealth

The Alterna Wealth difference

Just like the larger financial institutions, we provide access to premium advice and comprehensive wealth solutions to help you achieve your objectives. But unlike the big institutions, we offer highly personalized care. We treat you as a unique individual instead of simply an account number.

Whether you have a particular goal or want to secure your overall financial future, our Alterna Wealth Advisors through Aviso Wealth, take the time to know you and understand your circumstances and challenges. We work with you to develop a customized investment plan and manage your investments with your best interests in mind. Our services and solutions are designed to build and preserve your wealth – that’s the Alterna Wealth difference!

At Alterna Wealth, we provide access to comprehensive, customized financial management built through integrity, ethics and responsibility.

Trust

As stewards of your hard-earned capital, we take a smart, responsible approach to managing your investments, while always having your best interests in mind.

Tailored Plan

We work diligently to understand the unique circumstances of each individual member and will set the foundation for investment planning that is tailored to your specific needs.

Customer Centric Approach

Whether you have a straightforward goal in mind, or your financial situation is more complex, we’ll ask the right questions that help us understand the whole picture, all while delivering services and solutions that build and protect your wealth.

Transparent & Committed

Not only are we always approachable and supportive, but the values we espouse also mean that we’ll communicate with you clearly and openly, never losing sight of our resolute focus on satisfying your wealth management needs.

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NEI Investments is a Canadian asset manager offering disciplined investment solutions with a longstanding focus on environmental, social and governance factors (ESG). Its corporate engagement process is designed to create sustainable long-term value while ensuring each company NEI invests in commits to upholding ESG principles.

It's Right for You:

It's among the world's fastest growing investment categories
It's a forward-focused way to invest
It's an extra layer of risk protection
It makes change in the world, and financial sense

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited. Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. 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. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.

Full Service Brokerage

Responsible Investing (RI)

Qtrade Direct Investing^®

Guided Portfolios

Calculators

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Investment Articles

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