Financial and Lifestyle Planning
You know where you want to go. We will work with you to build a financial plan that suits your life and goals.
Our investment professionals will bring an objective focus to your situation. Drawing on all the tools and products available, they will ensure your wealth grows and is preserved throughout your lifetime.
Your planner will:
Get to know you through an initial interview - your current financial situation, needs, goals, and dreams
Give you a written summary of your objectives with solutions customized to your situation
Work with you to implement your plan, using the best financial products/services and advice sources available
Follow-up and continue to work with you regularly to make sure your plan is meeting your evolving needs
Your GO Figure Financial Resource CentreWith the most comprehensive online financial information available, you can easily organize, understand, and calculate your financial needs in the comfort of your home or office 24 hours a day, 7 days a week (e.g. mortgages, family budget, retirement, investments and much more). |
Contact us to work together on a plan to get you where you want to be.
Financial planning, mutual funds and other securities are offered through Qtrade Advisor, a division of Qtrade Securities Inc., member IIROC & CIFP. Financial planning and mutual funds are also offered through Qtrade Asset Management Inc., member MFDA.
Not all Qtrade Asset Management Inc., Mutual Funds Representatives are proficient to provide financial planning services. Quebec residents: Ask us how we can help you, as Alterna does not provide accredited financial planning services in the province of Quebec.