Adrian.montoya@alternawm.ca
613.560.6643

Adrian believes that anyone can realize their financial goals and objectives with their money. As an Qtrade Advisor with Alterna, Adrian works with members to build plans that can see them through life’s ups and downs, all while achieving their long-term goals. Adrian has over 14 years of experience working with families and businesses, successfully growing his member’s wealth and managing risk.

Clinton.black@alternawm.ca
613.614.0384

Managing your wealth and meeting your goals is no easy task, but Clinton, as a seasoned Qtrade Advisor, believes that comprehensive financial planning can get you there. Clinton takes the time to understand a member’s financial needs and recommends solutions that are highly customized to those specifications. Clinton makes sure that members have current investment and financial planning knowledge to help them meet their financial goals.

Frank.sgro@alternawm.ca
416.439.2989

Frank is a seasoned Qtrade Advisor at Alterna and believes that having current investment and financial planning knowledge is vital when it comes to developing an investment plan that’s right for you. Frank has been working with members to preserve and grow their wealth by providing them with holistic financial planning and money management services. With his advice and a tailored financial plan, Frank can get members on the path to achieving their financial goals and objectives.

Iliya.markovinovic@alternawm.ca
416.506.9333

For over 20 years, Iliya has been helping Alterna members build their wealth through expert advice and comprehensive financial plans. Iliya, a seasoned Investment Advisor, uses his industry experience and knowledge to develop personalized investment, financial and retirement plans that are tailored to individuals’ needs and goals. Iliya believes in making the financial planning process an uncomplicated experience to achieve the best possible investment strategies.

Peter.tessari@alternawm.ca
905.452.9483

Making financial decisions can be a complex and daunting task, but as an Qtrade Securities Advisor, Peter strives to make this process as simple as possible for his members. Peter works with members to understand their short-term practical needs and long-term financial goals to give them the financial guidance they need to achieve both. For over 25 years, Peter has helped members navigate the myriad of financial opportunities and solutions, finding their perfect fit.

Robert.Kazan@alternawm.ca
613.560.0147 ext. 6301

Whether you’re looking for advice on how to retire comfortably or get assistance setting up your estate, Robert can help get you there. Through a six-step financial planning process, Robert supports members in achieving their personal and financial goals. By taking all elements of a member’s financial situation into consideration, Robert develops highly customized plans that are tailored to the member’s needs and future aspirations.