Investment & Retirement Planning
Are you confused by all the conflicting financial advice you hear and read?
Is your leisure time spent worrying about and looking after your finances?
Do you know how much money you will need in order to retire comfortably?
Would you feel more comfortable working with a professional that you trust is looking after your best interests?
If you answered yes to any of these questions then you can benefit from the expertise of Alterna’s Wealth Management Investment Specialists:
|Dalaila Wyse, CFP
Serving the National Capital Region (West)
|Michael Carey, CFP
Serving the Greater Toronto Area (West)
|Robert Kazan, CFP
Serving the National Capital Region (Central)
Find out more about your Advisor: visit IIROC AdvisorReport.
At Alterna, our sole focus is to help you build a unique and professionally managed financial solution that creates and preserves wealth for your future and your family. Backed by a team of investment industry experts, your Alterna representative will work with you to develop your investment strategy, retirement plan, education savings and more.
Through a one-on-one meeting with your Alterna representative, our Investment Specialists 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 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:
- Professionally managed portfolio solutions including OceanRock Portfolio Series and Meritas Socially Responsible Investments
- Full Service Investment Brokerage
- Award Winning* Direct/Online Investing Services
Call your Alterna representative today at 1.855.731.3901 to take advantage of free advice, planning and access to a wide range of wealth management solutions.