Wealth Management

At Alterna, we believe smart investors like you are a little different. You’re well aware that investing wisely can do more than boost your savings. It can change your life.

Smart investors want advice that’s attuned to their specific circumstances and expectations. They want wealth management advisors who have the expertise, the experience and the integrity to help them choose the best possible investment plan for them. At Alterna, that’s exactly what our new wealth management team provides.

Today, Alterna’s wealth management services have more to offer you than ever before. We’ve partnered with industry leader Aviso Wealth in order to bring you an outstanding level of investment services and products.  Qtrade, Credential and NEI have merged to create Aviso Wealth.  


Our investment professionals will bring an objective focus to your situation. Drawing on all of the financial tools and products available, they will ensure your wealth grows and is preserved throughout your lifetime. Alterna’s comprehensive wealth management services include:

Wealth Advisors
Investment & Retirement Planning
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Investment Advisors
Full Service Brokerage
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Mutual Funds
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Online Investing

Whether you are new to online investing, or have been trading for a while, Qtrade Investor can help you reach your investment goals:

  • Investment choices: Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
  • Planning and research tools: In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.
  • Convenient access: Stay connected to the markets, wherever, whenever. Invest, monitor your portfolio positions and access market information online, with Qtrade Mobile for iPhone and iPad, or with MobileWeb for Android and other mobile browsers.
  • Award-winning trading experience: Qtrade Investor’s easy-to-use and comprehensive trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, Morningstar® and MoneySense.

Find out how Qtrade Investor can help you reach your financial goals.

Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA.