Wealth & Retirement Planning

At Alterna, we want to help you build a unique and professionally managed financial solution that creates and preserves wealth for you and your family for years to come. Backed by a team of investment industry experts, our Wealth Advisors will work with you to develop your investment strategy, retirement plan, education savings and more to make sure you have the tools and knowledge you need to reach your financial goals.

Through a one-on-one meeting, our Wealth Advisors will:

    • Analyze your current investments and financial circumstances.
    • Review your goals and establish a realistic timeline.
    • Assess your risk tolerance and investment objectives.
    • Prepare a comprehensive and customized personal investment plan and recommend a suitable asset allocation using advanced financial planning software.
    • Help you plan for your dream retirement.
    • Provide access to a wide range of products and services, including responsible investment solutions, mutual funds and investment portfolios.

Meet the Wealth Advisors

Andrew Inthahack, PFP, RIS

Andrew.Inthahack@alterna.ca  
416.213.7967 ext. 3829

Serving the Bay, Lakeshore, Streetsville communities


Patrick Nesci, RIS

Serving the Scarborough, Brampton, Bolton and York St communities

Jeremy Rock, RIS

Jeremy.Rock@alterna.ca 
613.875.8135

Serving the Orleans, South Keys, Billings Bridge and Centretown communities

 

Peter Nikolakakos CIM®, CFP®, B. Admin, RIS


Peter.Nikolakakos@alterna.ca  
343.996.7638

Serving the National Capital Region 

Danny Harris, BBA, PFP, CFP®, RIS

Serving the Bells Corners, Tunney’s Pasture, Merivale and Kingston communities

Vishesh Pandya, RIS



Vishesh.Pandya@alterna.ca  
416.230.4056

Serving the Greater Toronto Region 


Not sure which Advisor to meet with?



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 related financial planning services are offered through Qtrade Asset Management Inc. and Credential Asset Management Inc., Member MFDA. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be related.