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 Credential Securities 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.

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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.

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.

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

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 your changing needs

Full Service Brokerage

Investment solutions built for you:

  • Credential Securities 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
  • Credential Securities Investment Advisors keep you informed with market information and access to experts
  • Our customized solutions are clear, transparent and provide actionable steps
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Responsible Investing (RI)

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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
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Guided Portfolios

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Qtrade Guided PortfoliosTM 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

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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 Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Qtrade, Qtrade Guided Portfolios and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. Qtrade Guided Portfolios 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, Qtrade Guided Portfolios 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.