​Wealth and Investment Planning

Personalized wealth and investment advice by industry experts

​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.

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.

We are here for you.

Welcome to the bank that actually puts customers before profits and who is winning customers with service, products and total transparency that truly puts the good in banking.

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