Vishesh Pandya


Introduction

Vishesh serves the Greater Toronto Region as a Wealth Advisor for Alterna. He uses a goal-based financial planning approach to help members see the bigger picture and discover their path to reach their financial objectives. By working with Vishesh, members can expect investment advice that will help them meet their wealth goals so that they can use their wealth to live the life they want.


Vishesh’s financial advice: “Pay yourself first, live within your means, put your money to work and take advantage of time and compounding interest.”

Fun Facts


- The first item on Vishesh's bucket list is to go Skydiving in the Swiss Alps.

- The second item on his bucket list is to build a completely off-the-grid house with a big library where he can spend most of his time reading.

- Vishesh loves working at Alterna because Alterna places people before profits, is socially responsible, and helps members become financially independent. In addition, the work is satisfying and, every day, he leaves work feeling accomplished.



* Representative of Alterna Savings and Qtrade Asset Management.

Mutual funds are offered through Qtrade Asset Management Inc.