Wealth
Investment and Retirement Planning
Investment solutions built for you.
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
416.213.7967 ext. 3829
I became a Wealth Advisor at Alterna in 2019 after transitioning from my role as Investment Specialist, which started in 2017 and involved assisting the bankers on my team in a sales-related capacity. I was also a Personal Banker at Alterna for two years and have worked in other positions, including Personal Banker, at a major bank.
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 Bells Corners, Merivale and Kingston communities
Danny.Harris@alterna.ca
343.961.1525
I have over 15 years of banking experience, including working as a
Financial Planner and Senior Account Manager at a major bank. 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.
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 started as a Wealth Advisor at Alterna in 2019, and also spent more than three years here as a Personal Banking Advisor, where I provided investment advice that was tailored to each member’s net worth, risk tolerance and time horizon. In addition, I was a Financial Services Representative at a major bank for more than two years, where I identified my clients’ financial needs and recommended appropriate solutions.
Wealth Advisor, Alterna Wealth and
Qtrade Asset Management
Serving the National Capital Region (NCR)
Peter.Nikolakakos@alterna.ca
343.996.7638
I have more than 20 years of experience in the financial services industry. 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.
Wealth Advisor, Alterna Wealth and
Qtrade Asset Management
Serving the Greater Toronto Region
Vishesh.Pandya@alterna.ca
416.230.4056
I started working at Alterna as a Wealth Advisor in early 2019. My industry experience also includes being a Senior Financial Services Representative at a major bank, where I provided customized investment advice and helped clients with their financing needs. I was also a Senior Financial Advisor at another Canadian bank, where my responsibilities included working with mass-affluent clients and offering them holistic financial advice.
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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.
1.877.560.0100
Find a Branch/ATM
getintouch@alterna.ca