Financial advice built around your life

Your financial concierge, blending best-in-class tech with a personal touch for every decision

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what we do

Elevating Wealth Management in Canada

At Altera Wealth, we combine high-touch wealth management with cutting-edge technology to provide an unparalleled financial experience. Our mission is to empower Canadians to achieve their financial goals through personalized strategies and innovative tools

01

Authentic Advisors Committed to Your Success

At Altera Wealth, our authentic advisors leverage advanced tools and deep expertise. This allows them to provide the most informed, unbiased advice, tailored specifically to your financial goals.
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02

Holistic Approach to Financial Well-being

We go beyond traditional investment management. Our comprehensive approach encompasses all aspects of your financial life, including tax planning, estate strategies, and risk management. This integrated perspective ensures that every decision aligns with your overall financial picture and long-term objectives.
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03

Revolutionary Wealth Management Technology

Our state-of-the-art platform, powered by Super Advisor, is loaded with smart features. This allows our advisors to spend more time focusing on you and your financial goals.
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Our Technology

Empowering Advisors, Engaging Investors

At Altera Wealth, we combine high-touch wealth management with cutting-edge technology to provide an unparalleled financial experience. Our mission is to empower Canadians to achieve their financial goals through personalized strategies and innovative tools

For Advisors

Seamless Advisor-Client Collaboration

Advanced communication and document sharing features that foster transparent, efficient interactions between advisors and their clients.

For Investors

Powerful Mobile App for Clients

An intuitive, feature-rich mobile application that keeps clients connected to their financial world and their advisor 24/7.

For Advisors

Industry-Leading Tools for Advisors

Cutting-edge financial planning, risk assessment, and automation tools that empower advisors to deliver exceptional service and grow their business.

For Investors

All-in-One Dashboard

See your entire financial picture in one easy-to-use interface, giving you a comprehensive view of your wealth.

For Advisors

Seamless Advisor-Client Collaboration

Advanced communication and document sharing features that foster transparent, efficient interactions between advisors and their clients.

For Investors

Powerful Mobile App for Clients

An intuitive, feature-rich mobile application that keeps clients connected to their financial world and their advisor 24/7.

For Advisors

Industry-Leading Tools for Advisors

Cutting-edge financial planning, risk assessment, and automation tools that empower advisors to deliver exceptional service and grow their business.

For Investors

All-in-One Dashboard

See your entire financial picture in one easy-to-use interface, giving you a comprehensive view of your wealth.

Our Advisors

Find the right wealth
manager for you

Stephanie O'Mahoney

Vancouver, BC
Focus areas :

Women

Stephanie
Looking for answers?

Frequently asked questions

How does Altera Wealth create personalized wealth strategies?

We use a combination of advanced technology and personal expertise to analyze your financial situation, goals, and risk tolerance to create a tailored wealth strategy.

What types of investments does Altera Wealth offer?

We offer a diverse range of investment options including ETFs, mutual funds, and alternative investments, all tailored to meet your specific financial goals and risk profile.

How often will I receive updates on my investments?

You'll have 24/7 access to your portfolio through our client portal and mobile app. Additionally, your advisor will schedule regular review meetings to discuss your progress and any necessary adjustments.

Can I transfer my existing investments to Altera Wealth?

Yes, we can help you transfer existing investments to our platform. Our team will guide you through the process to ensure a smooth transition.

How does Altera Wealth's technology benefit me as an investor?

Our technology provides real-time portfolio tracking, goal progress monitoring, secure communication with your advisor, and comprehensive financial planning tools all in one place.

What fees does Altera Wealth charge?

We believe in transparent pricing. Our fee structure is based on the services provided and the size of your portfolio. Your advisor will provide a detailed breakdown during your initial consultation.

How does Altera Wealth approach risk management?

We use sophisticated risk assessment tools to understand your risk tolerance and capacity, then design a portfolio that aligns with your risk profile while working towards your financial goals.

How do I communicate with my Altera Wealth advisor?

You can communicate with your advisor through our secure messaging system, schedule video calls, or arrange in-person meetings based on your preference and needs.

What educational resources does Altera Wealth provide for investors?

We offer a range of educational resources including personalized financial insights, market updates, webinars, and articles to help you make informed financial decisions.

Ready to Transform Your Practice?

Take the first step towards elevating your advisory business. Our team is here to answer your questions and show you how Altera Wealth can help you achieve your goals

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Email

Our friendly team is here to help

advisors@alterawealth.ca
Phone

Call us if you want to speak directly

+1 (647) 724-4724
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© Altera Wealth Inc. is in the process of registering as a Portfolio Manager in the provinces of Ontario, British Columbia, Alberta and Winnipeg. The Ontario Securities Commission (OSC) is the principal regulator for Altera Wealth.
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The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.