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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
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.
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.
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.
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.
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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.
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1.877.560.0100
Find a Branch/ATM
getintouch@alterna.ca