Alterna - Investment and Retirement Planning

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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)

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)

Andrew Inthahack

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the Aurora, Bolton, Bramalea, Mississauga, Etobicoke and Stouffville communities

When I first joined the industry as a bank teller, I became interested in finances and knew I wanted to spend my career helping to educate clients so they can make strong financial decisions and achieve their long-term goals. In the financial industry, it’s common for clients/members to stick to what they know and fear what they don’t. Therefore, it has always been a principle of mine to spend the time to make sure members understand their options – even if they have never experienced those options before.

Jeremy Rock

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the Aurora, Bolton, Bramalea, Mississauga, Etobicoke and Stouffville communities

When I first joined the industry as a bank teller, I became interested in finances and knew I wanted to spend my career helping to educate clients so they can make strong financial decisions and achieve their long-term goals. In the financial industry, it’s common for clients/members to stick to what they know and fear what they don’t. Therefore, it has always been a principle of mine to spend the time to make sure members understand their options – even if they have never experienced those options before.

Geoffrey St.Onge

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the Aurora, Bolton, Bramalea, Mississauga, Etobicoke and Stouffville communities

When I first joined the industry as a bank teller, I became interested in finances and knew I wanted to spend my career helping to educate clients so they can make strong financial decisions and achieve their long-term goals. In the financial industry, it’s common for clients/members to stick to what they know and fear what they don’t. Therefore, it has always been a principle of mine to spend the time to make sure members understand their options – even if they have never experienced those options before.

Danny Harris

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the Aurora, Bolton, Bramalea, Mississauga, Etobicoke and Stouffville communities

When I first joined the industry as a bank teller, I became interested in finances and knew I wanted to spend my career helping to educate clients so they can make strong financial decisions and achieve their long-term goals. In the financial industry, it’s common for clients/members to stick to what they know and fear what they don’t. Therefore, it has always been a principle of mine to spend the time to make sure members understand their options – even if they have never experienced those options before.

Clinton Black

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the Aurora, Bolton, Bramalea, Mississauga, Etobicoke and Stouffville communities

When I first joined the industry as a bank teller, I became interested in finances and knew I wanted to spend my career helping to educate clients so they can make strong financial decisions and achieve their long-term goals. In the financial industry, it’s common for clients/members to stick to what they know and fear what they don’t. Therefore, it has always been a principle of mine to spend the time to make sure members understand their options – even if they have never experienced those options before.

Frank Sgro

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the Aurora, Bolton, Bramalea, Mississauga, Etobicoke and Stouffville communities

When I first joined the industry as a bank teller, I became interested in finances and knew I wanted to spend my career helping to educate clients so they can make strong financial decisions and achieve their long-term goals. In the financial industry, it’s common for clients/members to stick to what they know and fear what they don’t. Therefore, it has always been a principle of mine to spend the time to make sure members understand their options – even if they have never experienced those options before.

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