Investment and Retirement Planning

Investment solutions built for you.

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 Aviso 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 Advisors will:


We get to know you and understand the challenges you face and the outcomes you seek

  • Analyze your investments and financial circumstances
  • Review your goals and establish a realistic timeline
  • Assess your risk tolerance and investment objectives


We build an investment plan that's just for you, and then execute on your plan

  • Prepare a comprehensive and customized personal investment plan and recommend a suitable asset allocation using advanced financial planning software
  • Help you plan for major life goals, including retirement


We always stay on top of your changing needs

  • Your Advisor will review and maintain your personalized investment plan, and revise this plan as required (e.g., if you experience a major life event or encounter other significant changes)

Meet the Advisors

Andrew Inthahack PFP®, RIS

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the Aurora, Bolton, Bramalea and Stouffville communities


When I first joined the industry as a bank teller, I became interested in finances and knew I wanted to spend my career helping to educate clients so they can make strong financial decisions and achieve their long-term goals. In the financial industry, it’s common for clients/members to stick to what they know and fear what they don’t. Therefore, it has always been a principle of mine to spend the time to make sure members understand their options – even if they have never experienced those options before.

Jeremy Rock RIS

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the Orleans, South Keys and Billings Bridge communities


I maintain a strong focus on using comprehensive investment planning as a way to help my members attain financial success. I value all the interactions I have with members and enjoy taking the time to connect with them. The more I can understand how they think and what their primary financial goals and challenges are, the better I can serve the members and provide the personalized solutions and strategies they need.

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

Wealth Advisor, Alterna Wealth and Aviso Wealth

Serving the National Capital Region (NCR)


What keeps me motivated as a Wealth Advisor is my ongoing desire to help people achieve their financial objectives and live a full, satisfying life without the stress of money management. I help members reach their goals by first becoming familiar with their particular needs, values and plans for the future, including retirement. From there, I can offer members customized financial planning advice to help them achieve financial security and peace of mind.

Additional Service Offerings

 ✓ Family wealth planning

 ✓ Education savings plan

 ✓ Strategies for young investors

 ✓ Tax guidance

  Retirement income strategies

 ✓ Corporate investing and succession planning

 ✓ Risk management

 ✓ Estate Planning

Ready to meet with an advisor? 



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Mutual Funds and other securities are offered though Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

Your financial well-being comes first

Welcome to a better way to bank. Our knowledgeable team puts your financial well-being first with good, caring and transparent advice while offering all the products and services you need.
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