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Alterna Wealth

Endless Possibilities

Open the door to limitless possibilities through growth, support and a smooth transition.

Join us: The Alterna Advantage

Investment Advisors have long benefited by joining the Alterna Wealth team and your practice can too.  The Alterna Advantage offers you:

  • immediate access to a comprehensive set of competitive wealth solutions through our partnership with Aviso Wealth Inc., a premier independent wealth services provider.
  • freedom to manage your practice in the way that best serves clients’ needs
  • robust wrap-around support that helps you promote and manage your portfolio

 

The best part is, we’ll make the transition easy. Whether you’re looking to advance in your career or looking for a change, we’ll make sure the switch is smooth and you’re empowered with the right support for the growth or succession of your practice.

We’ve redefined wealth management through uncompromising trust, unparalleled transparency, and a relentless commitment to our clients’ well-being. We don't just prioritize them; we champion their dreams as our own. Every decision reflects our dedication to their prosperity, ensuring that integrity and service are always our bottom line. 

Purpose-driven profits, lasting legacies

When you join the Alterna team, we help our members thrive, drive community success, and share in our collective achievements.

Partners in Growth

Use our extensive branch network to grow your client base through vetted member referrals.

Smooth Client Base Transition

Our onboarding is perfected to ensure your clients have a simple and smooth transition. This way, you can get to growth quicker. Looking to retire? We’ve got your practice covered there too.

Opportunities

When you join Alterna Wealth, in partnership with Aviso Wealth, you gain access to an extensive range of investment offerings including:

• Investment and retirement options that include Responsible Investing

• Estate strategies [placeholder language]

• Digital Wealth offerings like Qtrade

• And more tailored offerings to your clients’ needs.


Additionally, you’ll benefit from a network of over 40 branches across Ontario, providing you and your clients with a comprehensive suite of banking products alongside exceptional investment services.

Set-up for Success

Interviews

During the interview process, you will have the opportunity to meet our senior leaders. Our aim is to understand your short and long-term goals for your practice. We will also share our organizational objectives. The process is designed to ensure a mutually beneficial fit.

Hassle-free transition

Moving at your pace and schedule, we’ll build a transition team to facilitate the seamless transfer of your accounts. A project manager will tailor a comprehensive project plan to make sure all your clients’ details are accounted for.

Welcome Aboard!

You’ll be provided with comprehensive onboarding and training with Alterna, ensuring a smooth integration with our team. You’ll also receive guidance on Alterna’s processes and insights into the opportunities within our organization to help your portfolio grow. We’ll oversee the legal/technical details so you can focus on your clients.

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