The Alterna Wealth difference

Just like the larger financial institutions, we provide access to premium advice and comprehensive wealth solutions to help you achieve your objectives. But unlike the big institutions, we offer highly personalized care. We treat you as a unique individual instead of simply an account number.

Whether you have a particular goal or want to secure your overall financial future, our Alterna Wealth Advisors through Qtrade Advisor and Credential Asset Management Inc., take the time to know you and understand your circumstances and challenges. We work with you to develop a customized investment plan and manage your investments with your best interests in mind. Our services and solutions are designed to build and preserve your wealth – that’s the Alterna Wealth difference!

At Alterna Wealth, we provide access to comprehensive, customized financial management built through integrity, ethics and responsibility.

Trust

As stewards of your hard-earned capital, we take a smart, responsible approach to managing your investments, while always having your best interests in mind.

Customer Centric Approach

Whether you have a straightforward goal in mind, or your financial situation is more complex, we’ll ask the right questions that help us understand the whole picture, all while delivering services and solutions that build and protect your wealth.

Tailored Plan

We work diligently to understand the unique circumstances of each individual member and will set the foundation for investment planning that is tailored to your specific needs.

Transparent & Committed

Not only are we always approachable and supportive, but the values we espouse also mean that we’ll communicate with you clearly and openly, never losing sight of our resolute focus on satisfying your wealth management needs.

Investment & Retirement Planning

Salesman talking to young early 30's couple, young couple is smiling and holding hands

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

Strategize

We build an investment plan that's just for you, and then execute on your plan

Review

We always stay on top of you changing needs

Full Service Brokerage

Investment solutions built for you:

  • Qtrade Investment Advisors build an investment strategy that includes all aspects of your financial well-being
  • Our diligent process gains a deep and unique understanding of your circumstances and goals
  • Qtrade Investment Advisors keep you informed with market information and access to experts
  • Our customized solutions are clear, transparent and provide actionable steps
Smiling mature businesswoman shaking hand of young businessman

Testimonials

I have been working with Peter Nikolakakos for over ten years. He has consistently exceeded my expectations and goes above and beyond to help me achieve my investment goals and and build a strong financial plan. I would highly recommend Peter for the dedicated level of service he provides his clients.
–John C.

Frank Sgro has been very proactive and highly dedicated in all the time I’ve worked with him. He always makes time to talk with me about my goals and keeps my best interest at the center of the plans we make together. He has been a pivotal part of helping me prepare for my financial future, and I would, and have recommended him to anyone looking for investment advice.
–Paulo C.

We met Peter Tessari through a presentation he was giving for retirees. He used his extensive investment planning knowledge and expertise to help us build a successful investment portfolio. He actively listens to our concerns and provides guidance without straying from our preferred strategy for our finances. We’ve seen excellent growth on a conservative portfolio and feel secure about our nest egg with Peter’s advice.
–Janusz R.

We worked with Peter Nikolakakos to finalize our estate planning. It was a daunting process and we didn’t know where to start. Peter provided us with the information we needed, answered all of our questions, and clarified the steps to take to ensure our affairs were in order. He was immensely helpful in setting us up for what we need to do now, as well as what to think about for the future. We give him a 10 out of 10!
–Anne-Marie H.

Responsible Investing (RI)

couple going for a hike up the mountain, near water at sunrise

NEI is a Canadian asset manager offering disciplined investment solutions with a longstanding focus on environmental, social and governance factors (ESG). Its corporate engagement process is designed to create sustainable long-term value while ensuring each company NEI invests in commits to upholding ESG principles.

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

Qtrade Direct Investing™

Everything you’re looking for in an online brokerage:

  • Easily trade stocks, options, ETFs, bonds, and mutual funds
  • Review your goals and establish a realistic timeline
  • 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
young man on a laptop outside, smiling

Guided Portfolios

businesswoman in her office working on the laptop

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

Calculators

You might also need...

Mutual funds are offered through Credential Asset Management and Qtrade Asset Management (a tradename of Credential Asset Management Inc). Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Qtrade Advisor. Qtrade Direct Investing and Qtrade Advisor are divisions of Credential Qtrade Securities Inc.Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. VirtualWealth is a trade name of Credential Qtrade Securities Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited. Qtrade Advisor, Credential Asset Management Inc. Qtrade Direct Investing, VirtualWealth and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.

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.