Please note our branches will be closed on Saturday, September 30 and Monday, October 2, in observance of National Truth & Reconciliation Day.
Our Contact Centre will be open to serve our members on Saturday September 30 and on Monday, October 2, from 9:30am to 4:00pm ET. Online banking and ATMs are available for your convenience.
Peter Nikolakakos, CIM®, CFP®, B.Admin, RIS
Wealth Advisor, Alterna Wealth and Qtrade Asset Management
I have more than 20 years of experience in the financial services industry. I joined Alterna Savings as a Small Business Advisor before becoming a Wealth Advisor in 2019.
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.
Through my many years of financial services experience, I’ve gained expertise regarding a range of non-personal accounts, including corporations and trust structures. I have also developed many strong relationships over my career with professionals in the real estate, legal and accounting fields, and I use those relationships to benefit members when they need my network for specialist support.
I graduated from the University of Ottawa with a Bachelor of Business Administration degree. Regarding my financial industry credentials, I have earned the Certified Financial Planner and Chartered Investment Manager designations.
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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