Full Service Brokerage

Our Investment Advisors have the expertise, knowledge and training to guide you through the investment choices that will help you meet your financial goals and plans.

If you prefer to invest in stocks and bonds or are seeking the advice from an expert, talk to one of our Investment Advisors. They will regularly advise you on a broad range of solutions, including investments, retirement income options, and estate and tax planning.

Meet the Investment Advisors


Adrian Montoya, BCom

Adrian.montoya@alternawm.ca   
613.560.6643


Serving the Orleans, St. Laurent, Westboro and Tunney’s Pasture communities




Iliya Markovinovic, CFP®


Serving the Bay St and Lakeshore communities


Clinton Black, CIM, FMA, FCSI

Clinton.black@alternawm.ca   
613.614.0384


Serving the Bells Corners, Billings Bridge and Merivale communities





Peter J. Tessari, CIM, FCSI

Peter.tessari@alternawm.ca  
905.452.9483

Serving the Bolton, Brampton, Streetsville and Lakeshore communities


Frank Sgro, BBA, CFP®, CIWM, FCSI

Frank.sgro@alternawm.ca     
416.439.2989

Serving the Danforth, Peterborough Community Savings, Scarborough
and York 
communities




Robert Kazan, CFP®

Robert.Kazan@alternawm.ca    
613.560.0147 ext. 6301


Serving the Place de Ville, Centertown and South Keys communities


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 Qtrade Advisor Investment Advisors who hold financial planning accreditation from applicable regulatory authorities.