Whatever your priorities may be, we have you covered

Whatever your investment priorities may be, Sanwa Alterna Brokerage offers a wide range of specialized resources provided by our highly qualified teams which demonstrate how our personalized portfolio management solutions and strategic financial planning will help you achieve them.

Our Wealth Managers

We are ready to support you through the full investment lifecycle

Our wealth managers are highly skilled and qualified to offer guidance on how to structure an investment portfolio that suits your needs whilst ensuring flexibility should your circumstances change or fresh opportunities arise for you.

Our experienced wealth management team is ready to support you through the full investment lifecycle. As trusted advisors, they will partner with you to ensure that you accomplish the wealth goals you have entrusted to them. Our principles remain the same with all of our clients – growing and preserving your wealth while employing the right approaches to ensure you a brighter future.

Portfolio Strategies

Advisory Account

Our advisory account offers a full-service brokerage with a raft of advantageous options which will assist you in achieving your investment objectives.

You will be assigned a dedicated wealth manager to partner with you throughout your entire investment journey, supervising the careful investment of your assets.

Discretionary Account

Sanwa Alterna Brokerage has proven history managing highly successful discretionary accounts. Our seasoned wealth managers will offer you guidance on asset allocation, alert you to favorable buying or selling recommendations, provide you with valuable financial market intelligence and more.

We will provide you will access to a broad range of asset classes and related investment styles, drawn from the investment prowess and market knowledge of our seasoned wealth managers.

Execution-Only Account

Sanwa Alterna Brokerage recommends our execution-only account for experienced investors who are well aware of the risks and the rewards of the varying forms of investing.

Sanwa Alterna Brokerage will take full ownership of all documentation associated with the buying and selling of securities, as well as the collection and depositing of your dividends. Our assigned wealth manager will only contact you when an investment requires direct shareholder action.

With our proven expertise in execution-only trading, Sanwa Alterna Brokerage guarantees our client’s full confidence in our abilities and peace-of-mind with the professional service our wealth managers will deliver.