Tax documents: For all tax receipts, see mailing schedule.
Wealth and Investment Planning
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 Wealth 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:
We get to know you and understand the challenges you face and the outcomes you seek
✓ Analyze your investment and financial circumstances
✓ Review your goals and establish a realistic timeline
✓ Assess your risk tolerance and investment objectives
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
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
Full Service Brokerage
If you prefer to invest in stocks and bonds or are seeking the advice from an expert, talk to one of our Investment Advisors with Qtrade Advisor. They will regularly advise you on a broad range of solutions, including investments, retirement income options, and estate and tax planning.
Responsible Investing (RI)
NEI’s full range of RI solutions cover all major asset classes, investment styles and geographic regions. A variety of RI approaches are applied selectively by NEI’s proprietary environmental, social and governance (ESG) team across NEI’s lineup of funds and portfolios, with solutions that carry the Responsible Screen (RS) designation automatically excluding investments in select categories and industries.
It's Right for You
It's among the world's fastest growing investment categories
It's a forward-focused way to invest
It's an extra layer of risk protection
It makes change in the world, and financial sense
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
We are here for you.
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