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, RIS
 |
Adrian.montoya@alternawm.ca |
 |
613.560.6643 |
Serving the Orleans, St. Laurent, Westboro and Tunney’s Pasture communities
Iliya Markovinovic, CFP®, RIS
|
Iliya.markovinovic@alternawm.ca |
|
416.506.9333 |
Serving the Bay St and Lakeshore communities
Clinton Black, CIM, FMA, FCSI, RIS
|
Clinton.black@alternawm.ca |
|
613.614.0384 |
Serving the Bells Corners, Billings Bridge and Merivale communities
Peter J. Tessari, CIM, FCSI, RIS
|
Peter.tessari@alternawm.ca |
|
905.452.9483 |
Serving the Bolton, Brampton, Streetsville and Lakeshore communities
Frank Sgro, BBA, CFP®, CIWM, FCSI, RIS
|
Frank.sgro@alternawm.ca |
|
416.439.2989 |
Serving the Danforth, Peterborough Community Savings, Scarborough
and York communities
Robert Kazan, CFP® ,RIS
|
Robert.Kazan@alternawm.ca |
|
613.560.0147 ext. 6301 |
Serving the Place de Ville, Centertown and South Keys communities
Not sure which Advisor to meet with?
