Jeremy Rock, RIS
Wealth Advisor, Alterna Wealth and Qtrade Asset Management
In 2019, I started as a Wealth Advisor at Alterna Savings. Before that, I was a Branch Manager at the Westboro branch, and all told I have more than 10 years of financial services industry experience.
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.
My educational background includes studying Finance at Algonquin College.
When I’m not helping members achieve their financial objectives, I devote time to volunteering with Special Olympics Canada, particularly in the area of track and field, where I train athletes and prepare them for competition.
Caring for our communities is embedded in Alterna's mission. We give over one million dollars a year in donations, sponsorships and community support - alongside countless volunteer hours. Alterna also provides an annual paid volunteer day to all employees, encouraging them to donate time to causes in their local communities.
Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).
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