Wealth

Investment and Retirement Planning

Investment solutions built for you.

At Alterna, we want to help you build a unique and professionally managed financial solution that creates and preserves wealth for you and your family for years to come.

Backed by a team of investment industry experts, our Qtrade Asset Management Advisors will work with you to develop your investment strategy, retirement plan, education savings and more to make sure you have the tools and knowledge you need to reach your financial goals.

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

Andrew Inthahack

Andrew Inthahack PFP®, RIS

Wealth Advisor, Alterna Wealth and
Qtrade Asset Management

Serving the Bay, Lakeshore and Streetsville 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.

Jeremy Rock

Jeremy Rock RIS

Wealth Advisor, Alterna Wealth and
Qtrade Asset Management

Serving the Orleans, South Keys, Billings Bridge and Centretown communities

Jeremy.rock@alterna.ca 
613.875.8135

I maintain a strong focus on using comprehensive investment planning as a way to help my members attain financial success. I value all the interactions I have with members and enjoy taking the time to connect with them. The more I can understand how they think and what their primary financial goals and challenges are, the better I can serve the members and provide the personalized solutions and strategies they need.

Danny Harris

Danny Harris BAA, PFP®, CFP®, RIS

Wealth Advisor, Alterna Wealth and
Qtrade Asset Management

Serving the Bells Corners, Merivale and Kingston communities

Danny.Harris@alterna.ca
343.961.1525

In this role, I provided tailored financial planning advice – including the use of investment, credit and banking solutions – to help clients reach their goals. I’ve always liked helping others and building relationships. I find great joy in being able to help clients achieve their goals, no matter how big or small. 

Patrick Nesci

Patrick Nesci RIS

Wealth Advisor, Alterna Wealth and
Qtrade Asset Management

Serving the Scarborough, Brampton, Bolton and North Toronto communities

Patrick.Nesci@alterna.ca
416.230.2763

I was motivated to become a Wealth Advisor because I am passionate about investments. I’m also passionate about helping our members achieve their short-term and long-term financial goals. It’s extremely rewarding to know that I can make a meaningful difference in the lives of the members and their families.

Peter Nikolakakos

Peter Nikolakakos CIM®, CFP®, B.Admin, RIS

Wealth Advisor, Alterna Wealth and
Qtrade Asset Management

Serving the National Capital Region (NCR)

Peter.Nikolakakos@alterna.ca
343.996.7638

What keeps me motivated as a Wealth Advisor is my ongoing desire to help people achieve their financial objectives and live a full, satisfying life without the stress of money management. I help members reach their goals by first becoming familiar with their particular needs, values and plans for the future, including retirement. From there, I can offer members customized financial planning advice to help them achieve financial security and peace of mind.

Additional Service Offerings

 ✓ Family wealth planning

 ✓ Education savings plan

 ✓ Strategies for young investors

 ✓ Tax guidance

  Retirement income strategies

 ✓ Corporate investing and succession planning

 ✓ Risk management

 ✓ Estate Planning

Ready to meet with an advisor? 

Calculators

Articles

Middle aged woman with yellow sweater on laptop, taking notes

What kind of investor are you?

Whether you are investing for retirement or for other financial goals, you should be able to answer these three questions.

Young couple sitting and smiling at a desk while looking at a laptop

Good habits can help you invest for your retirement

Good habits can help you be a better investor, and these five good habits can help you successfully invest for retirement.

Woman looking at a Financial Chart on her smartphone

How to discover stock trading ideas

Hunting for investments best suited to your objectives? Here are a few key tools and resources to help you identify, monitor and evaluate specific stocks.

You might also need...


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

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.