Adrian Montoya


Introduction

Adrian Serves the Orleans, St. Laurent, Westboro and Tunney’s Pasture communities. Adrian believes that anyone can realize their financial goals and objectives with their money. As an Investment Advisor with Alterna, Adrian works with members to build financial plans that can see them through life’s ups and downs, all while achieving their long-term goals. Adrian has over 14 years of experience working with families and businesses, successfully growing his member’s wealth and managing risk.


Adrian’s financial advice: “Save money, be conscious of fees and be conservative when investing your money.”

Fun Facts

- The number one thing on Adrian’s bucket list is to finish his designation.

- You might not know it, but Adrian is fluent in Spanish.

- Adrian loves working at Alterna because there’s no restrictions on how he works with numbers, he can provide highly customized solutions for all his members.

Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc.