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The wealth experience you deserve

Experience wealth management that combines the comprehensive solutions of large institutions with the personalized attention you deserve. You'll never be just an account number. Your Alterna Wealth advisor will take time to understand your unique circumstances, creating customized investment strategies to build and preserve your wealth while aligning with your specific goals. They deliver premium financial solutions through Aviso Wealth, combining expert products with integrity, ethics, and a level of personal care that makes all the difference—once you experience it, you won't want it any other way.

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Trust, Transparency & Commitment

Your success drives every decision. When you choose us, you gain a team that prioritizes your interests with strategy and responsibility, providing clear communication and responsive service.

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Tailored Plan

We create investment strategies uniquely tailored to your circumstances, backed by thorough research that adapts to changing markets, evolving priorities, and life's ongoing challenges. 

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Customer Centric Approach

We ask the right questions to understand your complete financial picture, delivering solutions that build and protect your wealth. This relationship-driven "Alterna difference" defines everything we do. 

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

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.

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)

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)

Investment & Retirement Planning

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

Strategize

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

Review

We always stay on top of your changing needs

Learn More
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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
Learn More

Responsible Investing (RI)

NEI Investments is Canada's leading provider of Responsible Investment (RI) solutions. Their goal is to make a positive difference for investors, partners and society. To do this, they have built Canada's most diversified range of RI solutions – top performing, actively managed funds advised by the world's leading institutional money managers, and overseen by NEI's proprietary Investment Management, Asset Allocation and Environmental, Social and Governance (ESG) teams

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

Learn More
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Qtrade Direct Investing®

Everything you’re looking for in an online brokerage:

  • Easily trade stocks, options, ETFs, bonds, and mutual funds
  • Review your goals and establish a realistic timeline
  • Simple dashboard and portfolio views
  • Chart your performance
  • In-depth research, analyst ratings and recommendations
  • Powerful tools to help you evaluate investing ideas and review your portfolio
  • Award-winning, friendly and knowledgeable client service
Learn More

Guided Portfolios

Everything you’re looking for in an online brokerage:

  • Easily trade stocks, options, ETFs, bonds, and mutual funds
  • Review your goals and establish a realistic timeline
  • Simple dashboard and portfolio views
  • Chart your performance
  • In-depth research, analyst ratings and recommendations
  • Powerful tools to help you evaluate investing ideas and review your portfolio
  • Award-winning, friendly and knowledgeable client service
Learn More

Additional Resources

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.

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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1.877.560.0100
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getintouch@alterna.ca