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


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?


Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.