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Wealth and Investment Planning

Here to help you achieve your financial goals.

​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 Wealth Advisors will:

  • Analyze your current investments and financial circumstances.

  • Review your goals and establish a realistic timeline. Assess your risk tolerance and investment objectives.

  • Prepare a comprehensive and customized personal investment plan and recommend a suitable asset allocation using advanced financial planning software.

  • Help you plan for your dream retirement.Provide access to a wide range of products and services, including responsible investment solutions, mutual funds and investment portfolios.

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 servcies 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.