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Wealth

Full Service Brokerage

Our Investment Advisors through Credential Securities  have the expertise, knowledge and training to guide you through the investment choices that will help you meet your financial goals and plans.


If you prefer to invest in stocks and bonds or are seeking the advice from an expert, talk to one of our Investment Advisors. They will regularly advise you on a broad range of solutions, including investments, retirement income options, and estate and tax planning.

Meet the Investment Advisors

Adrian Montoya

Adrian Montoya BCom, RIS

Credential Securities

Serving the Orleans, St. Laurent, Westboro communities

Adrian.montoya@alternawm.ca
613.560.0150 ext. 6643

I started as an Investment Advisor with Credential Securities in 2014. Prior to that, I worked at a major Canadian financial institution for 10 years where I provided investment planning advice and together with my team, managed the financial needs of clients.

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Clinton Black

Clinton Black CIM, FMA, FCSI, RIS

Credential Securities

Serving the Bells Corners, Billings Bridge and Merivale communities

Clinton.black@alternawm.ca
613.614.0384

I became an Investment Advisor in 2013, and it’s been highly rewarding because I enjoy working with my team and love that I can offer everything the larger firms have, but at a fraction of the cost to our members. The more money that members keep in their pocket, the more they can save, invest and grow wealth over the long term.

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Frank Sgro

Frank Sgro BBA, CFP®, CIWM, FCSI, RIS

Credential Securities

Serving the Danforth, Peterborough Community Savings, Scarborough and York communities

Frank.sgro@alternawm.ca
416.439.2989

I joined Credential Securities as an Investment Advisor in 2009 to make a meaningful difference for members regarding their financial affairs. Using my investment management and retirement planning expertise, my goal is to create a successful investment and financial planning experience for members.

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Iliya Markovinovic

Iliya Markovinovic CFP®, RIS

Credential Securities 

Serving the Bay St and Lakeshore communities

Iliya.markovinovic@alternawm.ca
416.506.9333

I have been in the financial planning industry since 1995, and before that I was a Branch Manager at Alterna Savings from 1992 to 1995. It’s been my honour to spend more than 20 years constructing comprehensive, personalized financial plans and helping Alterna members grow their long-term wealth.

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Peter J. Tessari

Peter J. Tessari CIM®, FCSI, RIS

Credential Securities

Serving the Bolton, Brampton, Streetsville and Lakeshore communities

Peter.tessari@alternawm.ca
905.452.9483

In 2013, I joined Credential Securities as an Investment Advisor. However, my experience in investment management dates back to 1994, having worked in roles such as Cage Operator, Advisor Assistant and Associate Advisor before becoming an Investment Advisor.

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Robert Kazan

Robert Kazan CFP®,  RIS

Credential Securities

Serving the Place de Ville, Centertown and South Keys communities

Robert.Kazan@alternawm.ca
613.560.0147 ext. 6301

I started working at Credential Securities in 2015 as an Investment Specialist, where I focused primarily on investment‐oriented financial advice and the development of personalized financial plans for our members. In 2019, I transitioned to my current role as Investment Advisor. I enjoy working with numbers and working with people, so being an Investment Advisor is an ideal position for me.

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Peter B. Fraser CFP®,  CIM®

Credential Securities

Serving the NCR communities

Peter.Fraser@alternawm.ca
613.316.0209

I began my career in 1989 and joined Credential Securities in 2022. Over the thirty years, I have been serving clients, my proven experience as a Portfolio Manager and Certified Financial Planner allows me to offer comprehensive financial planning, portfolio management, and tailored tax and estate planning for each client’s unique financial needs.

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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 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.

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Mutual funds, other securities and securities related financial planning services are offered through Credential Securities (a tradename of Credential Asset Management Inc). Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. 
 

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