Wealth
Advisors
Wealth
Advisors
Danny Harris, BBA, CFP®, RIS
Investment Advisor, Alterna Wealth
Danny.Harris@alterna.ca
343.961.1525
BACKGROUND
Joining Alterna in 2015, I progressed from a Wealth Advisor in 2019 to an Investment Advisor in 2024. With over 18 years of banking experience, including roles as a Financial Planner and Senior Account Manager at a major bank, I specialize in providing tailored financial advice, covering investment, credit, and banking solutions to achieve client goals.
My passion lies in helping others and building relationships. I derive joy from assisting clients, regardless of their goals. I particularly enjoy the discovery stage, where I learn about members' lives, which forms the bedrock of effective financial plans.
I am known for my strong communication and relationship-building skills, and I go the extra mile for members. As a Certified Financial Planner (CFP) with a track record of success, I'm well-equipped to guide members toward their financial aspirations.
EDUCATION
I earned a Bachelor of Business Administration degree (Honours, in Economics) from Nipissing University. Along with my CFP designation, I have also attained the Personal Financial Planner and Responsible Investment Specialist designations.
COMMUNITY IMPACT
My volunteer work has included Ami Jeunesse, which is an organization that provides assistance and support for French-speaking children and their families, with the objective of helping to end poverty.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
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