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

416.213.7967 ext. 3829

Serving the Bay, Lakeshore, Streetsville communities

Patrick Nesci

(416) 230-2763

Serving the Scarborough, Brampton, Bolton and York St communities

Jeremy Rock

613.560.0125 ext 6422

Serving the South Keys, Billings Bridge and Centretown communities


Peter Nikolakakos CIM®, CFP®, B. Admin

(343) 996-7638

Serving the National Capital Region 

Danny Harris, BBA, PFP, CFP®

(343) 961-1525

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

Vishesh Pandya

(416) 230-4056

Serving the Greater Toronto Region 

Not sure which Advisor to meet with? Call us at 1-855-731-3901 to book your appointment today.

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. 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.