Advisors

Vishesh Pandya, CFP®

Investment Advisor, Alterna Wealth

Vishesh.pandya@alterna.ca
647.217.2419

BACKGROUND

I started working at Alterna as a Wealth Advisor in early 2019,and after a brief hiatus I joined Aviso Wealth as an Investment Advisor in 2023. My industry experience also includes being a Senior Financial Advisor at a prominent Canadian bank, where I worked with high-net-worth clients, providing them with holistic financial advice. I was a Senior Financial Services Representative at a leading bank, where I offered tailored investment advice. I also worked at a pension board as an Advisor, offering tailored advice and support to clients navigating their pension plan benefits.

My motivation to become an Investment Advisor is not just rooted in numbers; it's about empowering individuals and families to turn dreams into realities. I understand the anxieties that financial uncertainty can bring, and I've dedicated my career to alleviating those concerns. My commitment is not
only to numbers on a spreadsheet but to the dreams, aspirations, and peace of mind that come with a well-crafted financial plan.

You can expect personalized financial advice aligned with your distinct ambitions and objectives. We will focus on your priorities, devise necessary strategies, implement them, and conduct regular reviews to
monitor your progress.

I can provide wealth planning services in several languages, including English, Hindi, and Gujarati.

EDUCATION

Studying in India, I attained a Bachelor of Commerce degree (B. Comm) and a Master of Business Administration (MBA). I am a CFP^® professional.