Welcome to Alterna Wealth – where smart, responsible investing takes place.

Alterna Wealth provides comprehensive financial management built upon the values of integrity, ethics, responsibility and cooperation.  As stewards of your capital we manage your investments with your best interests in mind.

Our Alterna Wealth and Investment Advisors understand the unique circumstances of every individual and will provide the foundation for planning that is tailored to your needs. We provide expert advice based on research and consider the inevitable challenges of changing markets, priorities and day-to-day life.

Whether you have a specific goal in mind, or your financial picture is more complex, we ask the right questions that help us understand the whole picture, all while delivering services and solutions that build, strengthen and preserve your wealth – that’s the Alterna difference.

 

Investment & Retirement Planning

     

Through a one-on-one meeting, our Wealth Advisors will

    • Analyze your current investments and financial circumstances
    • Review your goals and establish a realistic timeline
    • Assess your risk tolerance and investment objectives
    • Prepare a comprehensive and customized personal investment plan and recommend a suitable asset allocation using advanced financial planning software
    • Help you plan for your dream retirement
    • Provide access to a wide range of products and services, including responsible investment solutions, mutual funds and investment portfolios

Full Service Brokerage

     

Investment solutions built for you

Working with an Investment Advisor is much more than getting investment advice. It is about collaborating with a trusted partner to build a strategy that includes all aspects of your financial well-being.

  • Your goals are as unique as you, and our diligent process gains a deeper understanding of your circumstances and lets us develop strategies to match
  • We keep you informed and educated with resources, relevant market information and access to specialized tax and portfolio management experts
  • You can proceed confidently with actionable, customized solutions delivered clearly and transparently by our team of Advisors

Responsible Investing

     

Responsible Investing (RI)

NEI’s full range of RI solutions cover all major asset classes, investment styles and geographic regions. A variety of RI approaches are applied selectively by NEI’s proprietary environmental, social and governance (ESG) team across NEI’s lineup of funds and portfolios, with solutions that carry the Responsible Screen (RS) designation automatically excluding investments in select categories and industries.

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

Direct Investing

     

Everything you’re looking for in an online brokerage

    • Easily trade stocks, options, ETFs, bonds, and mutual funds
    • 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

    Guided Portfolios

         

    VirtualWealth provides

      • A fully automated (robo investing) service so you don’t have to make any investment decisions 
      • A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors & industries 
      • Continuous oversight and regular rebalancing by our team of experts 
      • Mobile apps for tracking your investments 
      • Friendly support from knowledgeable investment representatives by email and phone

    Additional Resources

         

    Government Resources 


    Business Resources & Strategies  

    Calculators

    Our Retirement Calculators determine the amount of savings that you'll need to retire comfortably. By flagging any shortfalls or surpluses, the calculator outlines the savings required to reach your financial goals for retirement.

    Retirement Readiness Calculator


    RRIF Calculator


    TFSA Calculator







    Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. and Credential Asset Management Inc., Member MFDA.