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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)
Meet the Advisors
Wealth Advisor, Alterna Wealth and Aviso Wealth
Serving the Aurora, Bolton, Bramalea, Mississauga, Etobicoke and Stouffville communities
Andrew.Inthahack@alterna.ca
647.241.1645
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.
Wealth Advisor, Alterna Wealth and Aviso Wealth
Serving the Scarborough, Danforth and Lakeshore communities
Geoffrey.st.onge@alterna.ca
437 235 4182
After 24 years of working as a wealth professional at other major Canadian financial institutions, I recently joined the Alterna team. I previously served as an Investment and Retirement Planner, Financial Advisor, and Financial Planning Associate. My academic foundation includes a Business Diploma from
Cambrian College, complemented by professional designations including Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and Qualified Associate Financial Planner (QAFP).
Calculators
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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
Find a Branch/ATM
getintouch@alterna.ca